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 | $167,484-100.0% | $151,611-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -14.98% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $8,959 | $6,829+31.2% | $6,166+45.3% | $4,740+89.0% |
| Participant deferral / active EE | $25,000 | $8,986+178.2% | $8,363+198.9% | $6,400+290.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |