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 7-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 | $498,888-100.0% | $565,078-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 100.0%-100.0pp | 90.2%-90.2pp |
| Annual return | 3.51% | 8.46%-5.0pp | 4.03%-0.5pp | 8.46%-5.0pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $41,595-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $15,250 | $11,296+35.0% | $15,545-1.9% | $11,296+35.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $297,465-100.0% | $67,015-100.0% |