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 | $127,100-100.0% | $105,738-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | -4.19% | 4.49%-8.7pp | 6.27%-10.5pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,874 | $4,107-30.0% | $3,268-12.1% | $4,779-39.9% |
| Participant deferral / active EE | $2,687 | $5,064-46.9% | $4,080-34.1% | $5,609-52.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |