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 | $109,817-100.0% | $98,442-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 10.03% | 1956.69%-1946.7pp | 1492.73%-1482.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $466 | $3,224-85.5% | $2,960-84.2% | $4,837-90.4% |
| Participant deferral / active EE | $1,200 | $4,673-74.3% | $4,276-71.9% | $6,341-81.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |