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 3-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 | $350,135-100.0% | $379,605-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.8%-73.8pp | 79.0%-79.0pp |
| Annual return | 10.51% | 11.86%-1.3pp | 11.18%-0.7pp | 11.86%-1.3pp |
| Employer contribution / active EE | $23,488 | $12,925+81.7% | $15,275+53.8% | $12,925+81.7% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $15,215-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $4,508-100.0% | $23,717-100.0% |