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 4-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 | $531,693-100.0% | $518,057-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 91.7%-91.7pp | 85.7%-85.7pp |
| Annual return | -11.09% | -13.27%+2.2pp | -16.25%+5.2pp | -13.27%+2.2pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $35,595-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $33,000 | $7,797+323.3% | $13,176+150.4% | $7,797+323.3% |
| Admin fee / account holder | $0 | $75,116-100.0% | $44,019-100.0% | $75,116-100.0% |