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 | $114,500 | $232,540-50.8% | $185,117-38.1% | $147,584-22.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.42% | 43.03%-34.6pp | 40.50%-32.1pp | 578.55%-570.1pp |
| Employer contribution / active EE | $30,150 | $5,195+480.3% | $4,182+621.0% | $4,876+518.3% |
| Participant deferral / active EE | $3,000 | $5,834-48.6% | $5,045-40.5% | $5,439-44.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |