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 7-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 | $23,188 | $127,264-81.8% | $109,895-78.9% | $167,490-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.84% | 22.97%-10.1pp | 29.45%-16.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $12,230 | $3,322+268.1% | $2,842+330.3% | $4,837+152.8% |
| Participant deferral / active EE | $9,148 | $4,514+102.7% | $4,048+126.0% | $6,341+44.3% |
| Admin fee / account holder | $202 | $7,114-97.2% | $6,066-96.7% | $12,309-98.4% |