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 | $112,096-100.0% | $95,952-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 12.94% | 171.09%-158.1pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,799 | $3,198-43.8% | $2,541-29.2% | $4,761-62.2% |
| Participant deferral / active EE | $2,782 | $4,784-41.8% | $4,167-33.2% | $5,982-53.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |