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 5-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 | $346,159-100.0% | $328,833-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 91.2%-91.2pp | 86.1%-86.1pp | 87.0%-87.0pp |
| Annual return | 4.62% | 5.74%-1.1pp | 6.46%-1.8pp | 8.71%-4.1pp |
| Employer contribution / active EE | $0 | $18,103-100.0% | $18,414-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $8,670-100.0% | $8,160-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $804-100.0% | $1,167-100.0% | $41,812-100.0% |