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 | $190,371 | $755,339-74.8% | $379,746-49.9% | $158,922+19.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 17.98% | 53.41%-35.4pp | 34.90%-16.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $31,250 | $4,685+567.0% | $3,540+782.8% | $4,761+556.4% |
| Participant deferral / active EE | $19,500 | $7,938+145.7% | $6,024+223.7% | $5,982+226.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |