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 | $152,587-100.0% | $125,175-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 27.18% | 54.84%-27.7pp | 43.79%-16.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $27,750 | $4,946+461.0% | $3,865+617.9% | $4,762+482.7% |
| Participant deferral / active EE | $22,000 | $5,868+274.9% | $4,937+345.6% | $5,850+276.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |