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 | $91,764 | $88,751+3.4% | $81,812+12.2% | $145,922-37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.23% | 1025.40%-1003.2pp | 773.79%-751.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $5,844 | $3,083+89.5% | $2,912+100.7% | $4,660+25.4% |
| Participant deferral / active EE | $13,861 | $4,643+198.5% | $4,319+221.0% | $6,688+107.3% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |