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 | $241,321-100.0% | $233,038-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 76.1%-76.1pp | 91.1%-91.1pp |
| Annual return | 1.60% | 0.12%+1.5pp | 2.25%-0.6pp | 5.95%-4.3pp |
| Employer contribution / active EE | $0 | $5,818-100.0% | $5,162-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $3,592-100.0% | $3,018-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $21,151-100.0% | $20,161-100.0% | $18,209-100.0% |