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 | $75,828-100.0% | $147,614-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | -0.39% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,231 | $3,130-60.7% | $4,895-74.8% | $3,192-61.4% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |