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 | $859,867-100.0% | $61,972-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 85.5%-85.5pp | 85.0%-85.0pp |
| Annual return | 15.14% | 11.50%+3.6pp | 17.56%-2.4pp | 11.50%+3.6pp |
| Employer contribution / active EE | $0 | $22,247-100.0% | $3,238-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $4,092 | $7,004-41.6% | $2,253+81.6% | $7,004-41.6% |
| Admin fee / account holder | $0 | $31,890-100.0% | $2,572-100.0% | $31,890-100.0% |