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 | $140,821 | $165,335-14.8% | $149,696-5.9% | $158,922-11.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.54% | 348.15%-309.6pp | 276.60%-238.1pp | 302.83%-264.3pp |
| Employer contribution / active EE | $32,067 | $5,103+528.4% | $4,644+590.5% | $4,761+573.5% |
| Participant deferral / active EE | $25,000 | $7,181+248.1% | $6,842+265.4% | $5,982+317.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |