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 9-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 | $49,227-100.0% | $70,449-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 16.58% | 30.06%-13.5pp | 109.03%-92.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,088 | $2,099+190.1% | $2,737+122.5% | $2,471+146.4% |
| Participant deferral / active EE | $5,442 | $2,768+96.6% | $3,709+46.7% | $3,740+45.5% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |