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 7-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 | $171,532 | $99,341+72.7% | $84,750+102.4% | $273,961-37.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.39% | 22.93%-11.5pp | 22.78%-11.4pp | 41.45%-30.1pp |
| Employer contribution / active EE | $13,994 | $4,214+232.1% | $3,574+291.5% | $4,869+187.4% |
| Participant deferral / active EE | $9,197 | $4,269+115.4% | $3,712+147.8% | $5,287+74.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |