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 | $64,307-100.0% | $57,343-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | 1.27% | 25.12%-23.9pp | 24.39%-23.1pp | 282.22%-281.0pp |
| Employer contribution / active EE | $3,976 | $3,193+24.5% | $2,689+47.9% | $4,866-18.3% |
| Participant deferral / active EE | $3,976 | $3,848+3.3% | $3,162+25.7% | $5,352-25.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |