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 8-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 | $128,697 | $149,734-14.0% | $118,925+8.2% | $158,922-19.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.24% | 19.95%-0.7pp | 35.88%-16.6pp | 302.83%-283.6pp |
| Employer contribution / active EE | $18,692 | $4,115+354.2% | $3,263+472.9% | $4,761+292.6% |
| Participant deferral / active EE | $21,500 | $5,223+311.6% | $4,265+404.1% | $5,982+259.4% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |