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 | $13,854 | $96,484-85.6% | $75,886-81.7% | $152,861-90.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,304 | $3,309-0.2% | $2,500+32.1% | $4,762-30.6% |
| Participant deferral / active EE | $9,185 | $4,553+101.7% | $3,603+154.9% | $5,850+57.0% |
| Admin fee / account holder | $14 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |