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 | $180,449-100.0% | $154,107-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -3.08% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $6,871 | $6,035+13.9% | $5,298+29.7% | $4,779+43.8% |
| Participant deferral / active EE | $3,768 | $5,806-35.1% | $5,081-25.8% | $5,609-32.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |