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 4-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 | $53,326 | $114,381-53.4% | $107,525-50.4% | $142,382-62.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.77% | 242.71%-222.9pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,842 | $4,015-29.2% | $3,754-24.3% | $4,299-33.9% |
| Participant deferral / active EE | $6,495 | $5,564+16.7% | $5,116+27.0% | $6,507-0.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |