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 | $36,415 | $144,119-74.7% | $117,854-69.1% | $147,584-75.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $18,425 | $4,896+276.3% | $3,786+386.7% | $4,876+277.8% |
| Participant deferral / active EE | $18,000 | $5,316+238.6% | $4,482+301.6% | $5,439+231.0% |
| Admin fee / account holder | $30 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |