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 | $189,613-100.0% | $167,512-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.1%-77.1pp | 80.1%-80.1pp |
| Annual return | 14.72% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,500 | $4,349-65.5% | $3,882-61.4% | $4,299-65.1% |
| Participant deferral / active EE | $17,250 | $6,981+147.1% | $6,405+169.3% | $6,507+165.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |