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 | $421,797-100.0% | $339,002-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.8%-55.8pp |
| Annual return | 22.06% | 13.48%+8.6pp | 12.78%+9.3pp | 24.42%-2.4pp |
| Employer contribution / active EE | $3,360 | $49,647-93.2% | $44,816-92.5% | $41,338-91.9% |
| Participant deferral / active EE | $292 | $19+1472.3% | $33+789.5% | $55+428.2% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,079-100.0% |