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 7-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 | $141,963 | $162,781-12.8% | $133,956+6.0% | $158,922-10.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 52.83% | 41.94%+10.9pp | 45.09%+7.7pp | 302.83%-250.0pp |
| Employer contribution / active EE | $8,233 | $4,975+65.5% | $3,919+110.1% | $4,761+72.9% |
| Participant deferral / active EE | $12,500 | $5,911+111.5% | $5,048+147.6% | $5,982+109.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |