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 | $117,983-100.0% | $101,794-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 17.75% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,988 | $2,773+7.8% | $2,289+30.6% | $4,299-30.5% |
| Participant deferral / active EE | $10,046 | $4,714+113.1% | $4,084+146.0% | $6,507+54.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |