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 | $190,805-100.0% | $159,960-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -12.10% | 552.23%-564.3pp | 408.60%-420.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $5,600 | $4,995+12.1% | $4,226+32.5% | $4,740+18.1% |
| Participant deferral / active EE | $25,593 | $6,923+269.7% | $6,182+314.0% | $6,400+299.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |