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 9-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 | $53,127-100.0% | $86,590-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 21.07% | 27.66%-6.6pp | 964.84%-943.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,572 | $2,068+24.4% | $2,839-9.4% | $2,342+9.8% |
| Participant deferral / active EE | $3,198 | $2,696+18.6% | $3,609-11.4% | $3,332-4.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |