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 | $139,810 | $160,055-12.6% | $140,016-0.1% | $135,375+3.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.93% | 911.38%-909.4pp | 651.12%-649.2pp | 519.73%-517.8pp |
| Employer contribution / active EE | $24,250 | $6,420+277.7% | $5,606+332.6% | $4,779+407.5% |
| Participant deferral / active EE | $10,750 | $7,642+40.7% | $6,927+55.2% | $5,609+91.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |