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 | $117,859-100.0% | $102,438-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 16.39% | 31.72%-15.3pp | 29.37%-13.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,223 | $3,615-38.5% | $3,024-26.5% | $4,661-52.3% |
| Participant deferral / active EE | $4,588 | $5,732-20.0% | $5,054-9.2% | $6,689-31.4% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |