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 | $81,248-100.0% | $155,509-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 11.55% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,895 | $3,100+57.9% | $4,672+4.8% | $2,755+77.7% |
| Participant deferral / active EE | $1,768 | $3,452-48.8% | $5,626-68.6% | $4,296-58.8% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |