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 | $106,901 | $90,503+18.1% | $78,689+35.9% | $273,961-61.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.54% | 75.60%-69.1pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,158 | $3,176+156.9% | $2,851+186.2% | $4,869+67.6% |
| Participant deferral / active EE | $17,500 | $3,901+348.6% | $3,517+397.6% | $5,287+231.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |