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 | $73,515-100.0% | $62,995-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 15.80% | 175.43%-159.6pp | 87.57%-71.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $4,913 | $3,320+48.0% | $2,759+78.1% | $4,876+0.8% |
| Participant deferral / active EE | $6,449 | $4,185+54.1% | $3,329+93.7% | $5,439+18.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |