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 7-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 | $0 | $546,767-100.0% | $53,719-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 78.9%-78.9pp | 83.5%-83.5pp |
| Annual return | 0.00% | 10.35%-10.3pp | 1.43%-1.4pp | 10.35%-10.3pp |
| Employer contribution / active EE | $2,728 | $24,752-89.0% | $909+200.0% | $24,752-89.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $428-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $357-100.0% | $48,677-100.0% |