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 | $54,322 | $89,753-39.5% | $107,525-49.5% | $84,808-35.9% |
| Participation rate | 79.3% | 68.1%+11.2pp | 75.1%+4.2pp | 68.3%+11.0pp |
| Annual return | 34.14% | 29.48%+4.7pp | 181.32%-147.2pp | 40.90%-6.8pp |
| Employer contribution / active EE | $1,982 | $3,113-36.4% | $3,754-47.2% | $2,631-24.7% |
| Participant deferral / active EE | $4,929 | $4,056+21.5% | $5,116-3.6% | $4,212+17.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |