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 3-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 | $44,480 | $95,561-53.5% | $77,163-42.4% | $139,434-68.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $14,432 | $3,147+358.5% | $2,535+469.3% | $4,751+203.8% |
| Participant deferral / active EE | $30,000 | $4,624+548.9% | $3,833+682.6% | $6,710+347.1% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |