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 | $70,604 | $124,319-43.2% | $111,297-36.6% | $167,490-57.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 28.77% | 37.44%-8.7pp | 54.65%-25.9pp | 478.56%-449.8pp |
| Employer contribution / active EE | $2,408 | $3,435-29.9% | $2,731-11.8% | $4,837-50.2% |
| Participant deferral / active EE | $7,938 | $5,180+53.2% | $4,487+76.9% | $6,341+25.2% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |