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 | $117,381-100.0% | $99,443-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.4%-82.4pp |
| Annual return | 25.23% | 31.87%-6.6pp | 30.72%-5.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,746 | $3,013+24.3% | $2,540+47.5% | $4,762-21.3% |
| Participant deferral / active EE | $3,482 | $4,086-14.8% | $3,619-3.8% | $5,850-40.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |