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 | $127,100-100.0% | $105,738-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | 7.64% | 4.49%+3.1pp | 6.27%+1.4pp | 519.73%-512.1pp |
| Employer contribution / active EE | $2,064 | $4,107-49.7% | $3,268-36.8% | $4,779-56.8% |
| Participant deferral / active EE | $17,284 | $5,064+241.3% | $4,080+323.6% | $5,609+208.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |