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 | $132,239-100.0% | $105,722-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 78.9%-78.9pp | 83.0%-83.0pp |
| Annual return | 8.17% | 10.07%-1.9pp | 12.25%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,500 | $4,867-28.1% | $4,079-14.2% | $4,869-28.1% |
| Participant deferral / active EE | $15,221 | $6,233+144.2% | $5,326+185.8% | $5,287+187.9% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |