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 | $91,911-100.0% | $68,793-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.7%-76.7pp | 72.2%-72.2pp | 82.6%-82.6pp |
| Annual return | 1.04% | -8.22%+9.3pp | -4.63%+5.7pp | 519.73%-518.7pp |
| Employer contribution / active EE | $5,906 | $3,924+50.5% | $2,625+125.0% | $4,779+23.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |