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 | $474,542-100.0% | $172,369-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 87.2%-87.2pp | 73.8%-73.8pp | 87.2%-87.2pp |
| Annual return | 20.49% | 7.51%+13.0pp | -2.10%+22.6pp | 7.51%+13.0pp |
| Employer contribution / active EE | $4,167 | $27,752-85.0% | $47,476-91.2% | $27,752-85.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $3,477-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $1,037-100.0% | $6,133-100.0% |