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 5-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 | $23,625 | $135,952-82.6% | $123,892-80.9% | $273,961-91.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 51.48% | 56.63%-5.1pp | 47.52%+4.0pp | 41.45%+10.0pp |
| Employer contribution / active EE | $9,250 | $5,170+78.9% | $4,617+100.4% | $4,869+90.0% |
| Participant deferral / active EE | $11,100 | $6,343+75.0% | $5,984+85.5% | $5,287+109.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |