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 | $78,705-100.0% | $117,854-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | 24.56% | 23.30%+1.3pp | 335.08%-310.5pp | 73.14%-48.6pp |
| Employer contribution / active EE | $8,261 | $2,223+271.6% | $3,786+118.2% | $2,342+252.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |