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 | $98,513 | $226,064-56.4% | $182,532-46.0% | $152,861-35.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.38% | 192.51%-180.1pp | 148.54%-136.2pp | 345.32%-332.9pp |
| Employer contribution / active EE | $23,500 | $4,978+372.0% | $4,076+476.5% | $4,762+393.5% |
| Participant deferral / active EE | $9,500 | $6,368+49.2% | $5,524+72.0% | $5,850+62.4% |
| Admin fee / account holder | $5 | $10,703-100.0% | $8,592-99.9% | $11,596-100.0% |