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 | $267,499-100.0% | $202,856-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 21.4%-21.4pp | 35.7%-35.7pp |
| Annual return | 15.63% | 10.44%+5.2pp | 10.21%+5.4pp | 15.19%+0.4pp |
| Employer contribution / active EE | $383 | $39,006-99.0% | $37,040-99.0% | $34,877-98.9% |
| Participant deferral / active EE | $2,317 | $61+3715.3% | $95+2349.7% | $86+2606.3% |
| Admin fee / account holder | $0 | $4,706-100.0% | $2,923-100.0% | $50,584-100.0% |