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 | $211,958-100.0% | $169,463-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 1.46% | 3.26%-1.8pp | 1.83%-0.4pp | 519.73%-518.3pp |
| Employer contribution / active EE | $36,000 | $5,120+603.2% | $4,159+765.6% | $4,779+653.3% |
| Participant deferral / active EE | $22,000 | $6,075+262.1% | $5,277+316.9% | $5,609+292.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |