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 | $158,398-100.0% | $126,539-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 17.70% | 593.76%-576.1pp | 425.95%-408.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,186 | $4,650-53.0% | $3,674-40.5% | $4,299-49.2% |
| Participant deferral / active EE | $8,083 | $4,767+69.6% | $4,083+98.0% | $6,507+24.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |