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 3-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 | $735,639-100.0% | $659,271-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 71.0%-71.0pp | 87.0%-87.0pp |
| Annual return | 18.84% | 16.41%+2.4pp | 13.60%+5.2pp | 8.71%+10.1pp |
| Employer contribution / active EE | $5,612 | $20,095-72.1% | $18,914-70.3% | $21,932-74.4% |
| Participant deferral / active EE | $7,107 | $3,490+103.6% | $3,574+98.8% | $5,987+18.7% |
| Admin fee / account holder | $0 | $94,925-100.0% | $82,290-100.0% | $41,812-100.0% |