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 | $100,773-100.0% | $88,946-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 16.72% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,322 | $2,918+48.1% | $2,555+69.2% | $4,299+0.5% |
| Participant deferral / active EE | $8,957 | $5,230+71.3% | $4,581+95.5% | $6,507+37.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |