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 | $50,898-100.0% | $171,082-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 63.3%-63.3pp | 76.7%-76.7pp | 69.0%-69.0pp |
| Annual return | 20.88% | 15.34%+5.5pp | 32.56%-11.7pp | 169.23%-148.3pp |
| Employer contribution / active EE | $381 | $1,433-73.4% | $4,002-90.5% | $1,963-80.6% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |