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 4-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 | $27,000 | $190,805-85.8% | $159,960-83.1% | $134,475-79.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $11,625 | $4,995+132.7% | $4,226+175.1% | $4,740+145.3% |
| Participant deferral / active EE | $15,375 | $6,923+122.1% | $6,182+148.7% | $6,400+140.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |