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 | $45,073-100.0% | $69,455-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 5.77% | 22.65%-16.9pp | 28.97%-23.2pp | 81.00%-75.2pp |
| Employer contribution / active EE | $425 | $2,054-79.3% | $2,779-84.7% | $2,440-82.6% |
| Participant deferral / active EE | $1,721 | $2,602-33.8% | $3,535-51.3% | $3,607-52.3% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |