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 9-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 | $168,632-100.0% | $147,614-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $14,138 | $6,252+126.1% | $5,564+154.1% | $4,866+190.5% |
| Participant deferral / active EE | $18,000 | $5,507+226.9% | $4,895+267.7% | $5,352+236.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |