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 | $14,194 | $83,337-83.0% | $67,834-79.1% | $273,961-94.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.44% | 259.45%-250.0pp | 138.47%-129.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,138 | $3,287-65.4% | $2,403-52.7% | $4,869-76.6% |
| Participant deferral / active EE | $3,330 | $4,088-18.5% | $3,160+5.4% | $5,287-37.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |