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 8-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 | $248,181 | $99,341+149.8% | $84,750+192.8% | $273,961-9.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $30,002 | $4,214+612.0% | $3,574+739.4% | $4,869+516.2% |
| Participant deferral / active EE | $17,000 | $4,269+298.2% | $3,712+358.0% | $5,287+221.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |