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 | $42,730 | $105,998-59.7% | $92,233-53.7% | $147,584-71.0% |
| 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 | $4,725 | $4,333+9.1% | $3,679+28.4% | $4,876-3.1% |
| Participant deferral / active EE | $7,194 | $4,478+60.7% | $3,897+84.6% | $5,439+32.3% |
| Admin fee / account holder | $176 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |