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 | $17,236 | $105,998-83.7% | $92,233-81.3% | $147,584-88.3% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,920 | $4,333-9.5% | $3,679+6.5% | $4,876-19.6% |
| Participant deferral / active EE | $4,456 | $4,478-0.5% | $3,897+14.4% | $5,439-18.1% |
| Admin fee / account holder | $117 | $6,332-98.2% | $5,194-97.7% | $10,885-98.9% |