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 7-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 | $478,521-100.0% | $220,386-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 100.0%-100.0pp | 89.3%-89.3pp |
| Annual return | 0.00% | 101.52%-101.5pp | -9.24%+9.2pp | 101.52%-101.5pp |
| Employer contribution / active EE | $55,000 | $22,406+145.5% | $23,372+135.3% | $22,406+145.5% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $4,868-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,578-100.0% | $2,354-100.0% | $12,578-100.0% |