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 | $127,518 | $74,888+70.3% | $71,209+79.1% | $142,382-10.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.21% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $15,000 | $2,854+425.5% | $2,721+451.3% | $4,299+248.9% |
| Participant deferral / active EE | $7,500 | $4,454+68.4% | $4,175+79.6% | $6,507+15.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |