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 | $201,272-100.0% | $184,203-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 45.20% | 29.00%+16.2pp | 28.81%+16.4pp | 561.29%-516.1pp |
| Employer contribution / active EE | $6,258 | $7,022-10.9% | $6,427-2.6% | $4,660+34.3% |
| Participant deferral / active EE | $20,942 | $9,806+113.6% | $9,131+129.3% | $6,688+213.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |