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 10-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 | $64,354 | $89,753-28.3% | $107,525-40.2% | $84,808-24.1% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 20.99% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,613 | $3,113-48.2% | $3,754-57.0% | $2,631-38.7% |
| Participant deferral / active EE | $6,022 | $4,056+48.5% | $5,116+17.7% | $4,212+43.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |