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 | $158,817-100.0% | $121,196-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.7%-71.7pp | 82.6%-82.6pp |
| Annual return | -5.14% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,064 | $5,665-45.9% | $4,022-23.8% | $4,779-35.9% |
| Participant deferral / active EE | $3,064 | $4,005-23.5% | $3,344-8.4% | $5,609-45.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |