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 10-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 | $90,600-100.0% | $79,464-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -6.36% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,309 | $3,068+105.7% | $2,800+125.3% | $4,779+32.0% |
| Participant deferral / active EE | $2,683 | $4,050-33.8% | $3,704-27.6% | $5,609-52.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |