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 6-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 | 39.14% | 171.09%-132.0pp | 91.61%-52.5pp | 302.83%-263.7pp |
| Employer contribution / active EE | $1,233 | $3,198-61.4% | $2,541-51.5% | $4,761-74.1% |
| Participant deferral / active EE | $2,621 | $4,784-45.2% | $4,167-37.1% | $5,982-56.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |