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 | $194,432 | $144,119+34.9% | $117,854+65.0% | $147,584+31.7% |
| 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 | $2,318 | $4,896-52.7% | $3,786-38.8% | $4,876-52.5% |
| Participant deferral / active EE | $5,395 | $5,316+1.5% | $4,482+20.4% | $5,439-0.8% |
| Admin fee / account holder | $169 | $10,886-98.4% | $8,020-97.9% | $10,885-98.4% |