Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $289,147-100.0% | $379,605-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 73.8%-73.8pp | 80.8%-80.8pp |
| Annual return | 10.51% | 12.61%-2.1pp | 12.50%-2.0pp | 12.61%-2.1pp |
| Employer contribution / active EE | $23,488 | $13,617+72.5% | $15,275+53.8% | $13,617+72.5% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $15,215-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $4,508-100.0% | $23,026-100.0% |