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 | $115,367 | $165,335-30.2% | $149,696-22.9% | $158,922-27.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.50% | 348.15%-316.6pp | 276.60%-245.1pp | 302.83%-271.3pp |
| Employer contribution / active EE | $42,375 | $5,103+730.4% | $4,644+812.4% | $4,761+790.0% |
| Participant deferral / active EE | $32,500 | $7,181+352.6% | $6,842+375.0% | $5,982+443.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |