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 10-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 | $133,827 | $90,503+47.9% | $78,689+70.1% | $273,961-51.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 12.06% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $7,500 | $3,176+136.2% | $2,851+163.1% | $4,869+54.0% |
| Participant deferral / active EE | $7,500 | $3,901+92.2% | $3,517+113.3% | $5,287+41.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |