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 9-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 | $132,696 | $817,678-83.8% | $392,568-66.2% | $152,861-13.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 15.23% | 22.84%-7.6pp | 24.42%-9.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $18,500 | $5,502+236.2% | $3,783+389.0% | $4,762+288.5% |
| Participant deferral / active EE | $9,500 | $8,398+13.1% | $5,985+58.7% | $5,850+62.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |