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 | $169,161-100.0% | $129,295-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 15.38% | 14348.07%-14332.7pp | 9429.28%-9413.9pp | 561.95%-546.6pp |
| Employer contribution / active EE | $8,335 | $5,543+50.4% | $4,157+100.5% | $4,661+78.8% |
| Participant deferral / active EE | $20,000 | $4,989+300.9% | $4,169+379.7% | $6,689+199.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |