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 9-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 | $80,069 | $124,319-35.6% | $111,297-28.1% | $167,490-52.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.68% | 37.44%-24.8pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,474 | $3,435-57.1% | $2,731-46.0% | $4,837-69.5% |
| Participant deferral / active EE | $2,373 | $5,180-54.2% | $4,487-47.1% | $6,341-62.6% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |