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 8-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 | $165,912-100.0% | $122,332-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 17.06% | 34.55%-17.5pp | 30.27%-13.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,500 | $5,754-39.2% | $4,050-13.6% | $4,876-28.2% |
| Participant deferral / active EE | $4,000 | $4,005-0.1% | $3,287+21.7% | $5,439-26.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |