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 | $532,464-100.0% | $94,095-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 100.0%-100.0pp | 89.6%-89.6pp |
| Annual return | 8.97% | 10.38%-1.4pp | 10.19%-1.2pp | 10.38%-1.4pp |
| Employer contribution / active EE | $11,288 | $19,351-41.7% | $6,764+66.9% | $19,351-41.7% |
| Participant deferral / active EE | $22,177 | $11,136+99.1% | $6,111+262.9% | $11,136+99.1% |
| Admin fee / account holder | $0 | $14,894-100.0% | $799-100.0% | $14,894-100.0% |