See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,022 | $138,044+2.2% | $125,339+12.5% | $134,475+4.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 255.53% | 750.33%-494.8pp | 572.05%-316.5pp | 417.96%-162.4pp |
| Employer contribution / active EE | $10,271 | $5,243+95.9% | $4,814+113.4% | $4,740+116.7% |
| Participant deferral / active EE | $16,990 | $7,799+117.9% | $7,446+128.2% | $6,400+165.5% |
| Admin fee / account holder | $22 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |