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 | $52,639-100.0% | $185,117-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 85.74% | 19.57%+66.2pp | 40.50%+45.2pp | 28.90%+56.8pp |
| Employer contribution / active EE | $345 | $1,483-76.7% | $4,182-91.8% | $2,042-83.1% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |