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 | $176,662-100.0% | $130,648-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 23.63% | 2692.24%-2668.6pp | 1708.96%-1685.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,141 | $5,742-45.3% | $4,092-23.2% | $4,762-34.0% |
| Participant deferral / active EE | $3,141 | $4,361-28.0% | $3,603-12.8% | $5,850-46.3% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |