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 | $183,519-100.0% | $155,509-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 25.64% | 61.17%-35.5pp | 64.67%-39.0pp | 561.29%-535.6pp |
| Employer contribution / active EE | $1,541 | $5,313-71.0% | $4,672-67.0% | $4,660-66.9% |
| Participant deferral / active EE | $9,429 | $6,462+45.9% | $5,626+67.6% | $6,688+41.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |