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 | $126,386 | $228,332-44.6% | $185,823-32.0% | $158,922-20.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.54% | 40.80%-22.3pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $20,320 | $4,967+309.1% | $4,087+397.1% | $4,761+326.8% |
| Participant deferral / active EE | $10,391 | $6,415+62.0% | $5,632+84.5% | $5,982+73.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |