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 8-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 | $66,080 | $105,998-37.7% | $92,233-28.4% | $147,584-55.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $8,145 | $4,333+88.0% | $3,679+121.4% | $4,876+67.0% |
| Participant deferral / active EE | $18,000 | $4,478+302.0% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |