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 | $114,472 | $228,332-49.9% | $185,823-38.4% | $158,922-28.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.09% | 40.80%-26.7pp | 35.95%-21.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $37,500 | $4,967+655.0% | $4,087+817.4% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $6,415+204.0% | $5,632+246.2% | $5,982+226.0% |
| Admin fee / account holder | $249 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |