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 | $54,105-100.0% | $385,693-100.0% | $54,105-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 84.6%-84.6pp | 78.8%-78.8pp |
| Annual return | 9.72% | 4.97%+4.7pp | 13.98%-4.3pp | 4.97%+4.7pp |
| Employer contribution / active EE | $1,980 | $7,091-72.1% | $29,699-93.3% | $7,091-72.1% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $8,397-100.0% | $1,890-100.0% |
| Admin fee / account holder | $0 | $4,098-100.0% | $1,136-100.0% | $4,098-100.0% |