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 6-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 | $377,755-100.0% | $377,755-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 91.5%-91.5pp | 88.0%-88.0pp | 89.3%-89.3pp |
| Annual return | 0.00% | -22.74%+22.7pp | 308.27%-308.3pp | 101.52%-101.5pp |
| Employer contribution / active EE | $0 | $19,764-100.0% | $19,764-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $8,486-100.0% | $8,486-100.0% | $12,578-100.0% |