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 | $113,935-100.0% | $94,224-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | 23.88% | 5.29%+18.6pp | 10.68%+13.2pp | 282.22%-258.3pp |
| Employer contribution / active EE | $9,510 | $4,727+101.2% | $3,587+165.2% | $4,866+95.4% |
| Participant deferral / active EE | $24,000 | $5,179+363.4% | $4,320+455.5% | $5,352+348.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |