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 | $58,694-100.0% | $142,863-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 58.5%-58.5pp | 71.9%-71.9pp | 69.3%-69.3pp |
| Annual return | 14.24% | 27.72%-13.5pp | 5637.54%-5623.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,141 | $1,423-19.8% | $4,144-72.5% | $2,565-55.5% |
| Participant deferral / active EE | $3,300 | $2,607+26.6% | $3,837-14.0% | $3,952-16.5% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |