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 | $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 | 19.50% | 30.06%-10.6pp | 109.03%-89.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,693 | $2,099-19.3% | $2,737-38.1% | $2,471-31.5% |
| Participant deferral / active EE | $3,116 | $2,768+12.6% | $3,709-16.0% | $3,740-16.7% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |