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 | $355,607-100.0% | $323,456-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 83.5%-83.5pp |
| Annual return | 4.41% | 13.92%-9.5pp | 13.20%-8.8pp | 10.35%-5.9pp |
| Employer contribution / active EE | $27,293 | $30,116-9.4% | $29,807-8.4% | $24,752+10.3% |
| Participant deferral / active EE | $0 | $9,107-100.0% | $8,204-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $48,677-100.0% |