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 | $52,681-100.0% | $75,781-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.8%-75.8pp | 68.7%-68.7pp |
| Annual return | -1.58% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,543 | $2,193-29.6% | $3,323-53.6% | $2,203-29.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |