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 6-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 | $44,415 | $158,922-72.1% | $117,875-62.3% | $158,922-72.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 97.4%+2.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 302.83%-302.8pp | 13.27%-13.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $20,500 | $4,761+330.6% | $11,787+73.9% | $4,761+330.6% |
| Participant deferral / active EE | $20,500 | $5,982+242.7% | $9,940+106.2% | $5,982+242.7% |
| Admin fee / account holder | $2 | $11,246-100.0% | $266-99.2% | $11,246-100.0% |