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 | $97,583 | $96,557+1.1% | $80,975+20.5% | $273,961-64.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.30% | 15.14%-11.8pp | 17.10%-13.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $12,500 | $4,868+156.8% | $3,714+236.5% | $4,869+156.7% |
| Participant deferral / active EE | $18,000 | $6,598+172.8% | $5,696+216.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |