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 4-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 | $135,717 | $85,022+59.6% | $70,515+92.5% | $139,434-2.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 38.15% | 30.38%+7.8pp | 32.77%+5.4pp | 372.94%-334.8pp |
| Employer contribution / active EE | $43,500 | $3,909+1012.8% | $2,973+1363.0% | $4,751+815.6% |
| Participant deferral / active EE | $30,000 | $5,890+409.3% | $4,567+556.9% | $6,710+347.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |