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 | $106,617 | $165,335-35.5% | $149,696-28.8% | $158,922-32.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.36% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $27,150 | $5,103+432.1% | $4,644+484.6% | $4,761+470.2% |
| Participant deferral / active EE | $9,750 | $7,181+35.8% | $6,842+42.5% | $5,982+63.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |