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 | $70,606-100.0% | $53,898-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 15.23% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,317 | $1,202+175.9% | $932+255.8% | $4,299-22.9% |
| Participant deferral / active EE | $8,724 | $2,364+269.0% | $1,826+377.7% | $6,507+34.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |