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 | $144,119-100.0% | $117,854-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 15.42% | 531.15%-515.7pp | 335.08%-319.7pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,544 | $4,896-27.6% | $3,786-6.4% | $4,876-27.3% |
| Participant deferral / active EE | $9,180 | $5,316+72.7% | $4,482+104.8% | $5,439+68.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |