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 | $859,867-100.0% | $488,643-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 92.3%-92.3pp | 85.0%-85.0pp |
| Annual return | 36.57% | 11.50%+25.1pp | 12.77%+23.8pp | 11.50%+25.1pp |
| Employer contribution / active EE | $100,000 | $22,247+349.5% | $31,501+217.5% | $22,247+349.5% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $11,356-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $3,596-100.0% | $31,890-100.0% |