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 | $143,318 | $100,901+42.0% | $75,670+89.4% | $147,584-2.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.08% | 35.78%-19.7pp | 27.34%-11.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $26,424 | $3,253+712.2% | $2,352+1023.6% | $4,876+441.9% |
| Participant deferral / active EE | $24,000 | $4,027+495.9% | $3,142+663.8% | $5,439+341.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |