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 6-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 | $146,742 | $163,101-10.0% | $136,749+7.3% | $142,382+3.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 27.54%-8.8pp | 24.33%-5.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $7,500 | $4,117+82.2% | $3,400+120.6% | $4,299+74.5% |
| Participant deferral / active EE | $12,000 | $5,585+114.9% | $4,692+155.8% | $6,507+84.4% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |