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 | $100,852-100.0% | $90,404-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 20.19% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,408 | $3,689-7.6% | $3,262+4.5% | $4,761-28.4% |
| Participant deferral / active EE | $17,040 | $4,348+291.9% | $3,963+330.0% | $5,982+184.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |