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 | $87,705-100.0% | $63,517-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 77.0%-77.0pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | -1.81% | 21.70%-23.5pp | -70.30%+68.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,889 | $3,601+8.0% | $2,322+67.5% | $4,866-20.1% |
| Participant deferral / active EE | $3,229 | $3,939-18.0% | $2,953+9.3% | $5,352-39.7% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |