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 | $25,513 | $105,998-75.9% | $92,233-72.3% | $147,584-82.7% |
| 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 | $6,945 | $4,333+60.3% | $3,679+88.8% | $4,876+42.4% |
| Participant deferral / active EE | $7,001 | $4,478+56.3% | $3,897+79.7% | $5,439+28.7% |
| Admin fee / account holder | $161 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |