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 | $63,710-100.0% | $396,977-100.0% | $63,710-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 89.5%-89.5pp | 75.2%-75.2pp |
| Annual return | 5.94% | 3.90%+2.0pp | -0.16%+6.1pp | 3.90%+2.0pp |
| Employer contribution / active EE | $1,857 | $6,662-72.1% | $32,327-94.3% | $6,662-72.1% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $8,483-100.0% | $2,030-100.0% |
| Admin fee / account holder | $0 | $2,967-100.0% | $982-100.0% | $2,967-100.0% |