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 | $105,740 | $68,097+55.3% | $62,929+68.0% | $137,256-23.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 20.16% | 1859.11%-1839.0pp | 1063.93%-1043.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $6,864 | $2,811+144.2% | $2,505+174.0% | $4,156+65.1% |
| Participant deferral / active EE | $7,856 | $4,553+72.6% | $3,888+102.1% | $6,407+22.6% |
| Admin fee / account holder | $36 | $6,521-99.5% | $5,065-99.3% | $12,270-99.7% |