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 | $468,795-100.0% | $468,815-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 85.7%-85.7pp | 85.5%-85.5pp |
| Annual return | 17.87% | 39.95%-22.1pp | 6.47%+11.4pp | 39.95%-22.1pp |
| Employer contribution / active EE | $40,000 | $28,085+42.4% | $45,376-11.8% | $28,085+42.4% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $10,236-100.0% | $8,110-100.0% |