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 | $217,402-100.0% | $185,823-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 23.08% | 148.36%-125.3pp | 122.05%-99.0pp | 478.56%-455.5pp |
| Employer contribution / active EE | $4,901 | $5,873-16.6% | $5,167-5.2% | $4,837+1.3% |
| Participant deferral / active EE | $6,254 | $6,356-1.6% | $5,568+12.3% | $6,341-1.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |