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 3-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 | $79,601 | $68,097+16.9% | $62,929+26.5% | $137,256-42.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.16% | 1859.11%-1836.0pp | 1063.93%-1040.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $7,869 | $2,811+179.9% | $2,505+214.2% | $4,156+89.3% |
| Participant deferral / active EE | $16,867 | $4,553+270.5% | $3,888+333.8% | $6,407+163.3% |
| Admin fee / account holder | $281 | $6,521-95.7% | $5,065-94.4% | $12,270-97.7% |