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 | $104,386 | $215,361-51.5% | $171,082-39.0% | $273,961-61.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.55% | 25.14%-15.6pp | 32.56%-23.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $25,251 | $4,967+408.4% | $4,002+531.0% | $4,869+418.6% |
| Participant deferral / active EE | $18,513 | $5,543+234.0% | $4,797+285.9% | $5,287+250.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |