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 6-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 | $243,530-100.0% | $33,755-100.0% | $243,530-100.0% |
| Participation rate | 0.0% | 93.6%-93.6pp | 100.0%-100.0pp | 93.6%-93.6pp |
| Annual return | 23.07% | 7.91%+15.2pp | 11.68%+11.4pp | 7.91%+15.2pp |
| Employer contribution / active EE | $4,184 | $20,023-79.1% | $19,845-78.9% | $20,023-79.1% |
| Participant deferral / active EE | $27,250 | $11,300+141.2% | $9,083+200.0% | $11,300+141.2% |
| Admin fee / account holder | $0 | $64,087-100.0% | $861-100.0% | $64,087-100.0% |