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 9-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 | $174,020 | $90,503+92.3% | $78,689+121.1% | $273,961-36.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.85% | 75.60%-69.8pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $7,850 | $3,176+147.2% | $2,851+175.4% | $4,869+61.2% |
| Participant deferral / active EE | $10,500 | $3,901+169.1% | $3,517+198.6% | $5,287+98.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |