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 4-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 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | 3.89% | 8.74%-4.8pp | 8.80%-4.9pp | 13.91%-10.0pp |
| Employer contribution / active EE | $15,878 | $30,619-48.1% | $29,429-46.0% | $35,282-55.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |