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 | $163,101-100.0% | $136,749-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 12.32% | 27.54%-15.2pp | 24.33%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,817 | $4,117+17.0% | $3,400+41.7% | $4,299+12.0% |
| Participant deferral / active EE | $2,303 | $5,585-58.8% | $4,692-50.9% | $6,507-64.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |