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 | $164,948 | $93,071+77.2% | $74,583+121.2% | $273,961-39.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 22.50% | 26.18%-3.7pp | 20.47%+2.0pp | 41.45%-19.0pp |
| Employer contribution / active EE | $22,500 | $3,160+612.1% | $2,525+791.1% | $4,869+362.1% |
| Participant deferral / active EE | $24,000 | $4,160+476.9% | $3,458+594.0% | $5,287+353.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |