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 | $575,287-100.0% | $531,348-100.0% | $575,287-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 80.0%-80.0pp | 88.5%-88.5pp |
| Annual return | 33.13% | 7.52%+25.6pp | 17.24%+15.9pp | 7.52%+25.6pp |
| Employer contribution / active EE | $45,000 | $26,761+68.2% | $33,360+34.9% | $26,761+68.2% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $5,021-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $8,384-100.0% | $17,721-100.0% |