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 | $29,329 | $105,998-72.3% | $92,233-68.2% | $147,584-80.1% |
| 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 | $6,631 | $4,333+53.0% | $3,679+80.2% | $4,876+36.0% |
| Participant deferral / active EE | $2,217 | $4,478-50.5% | $3,897-43.1% | $5,439-59.2% |
| Admin fee / account holder | $27 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |