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 | $18,963 | $107,934-82.4% | $91,989-79.4% | $152,861-87.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $15,642 | $4,210+271.6% | $3,452+353.1% | $4,762+228.5% |
| Participant deferral / active EE | $6,449 | $6,364+1.3% | $5,923+8.9% | $5,850+10.2% |
| Admin fee / account holder | $5 | $10,520-100.0% | $7,743-99.9% | $11,596-100.0% |