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 | $69,767-100.0% | $614,111-100.0% | $69,767-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 75.0%-75.0pp | 76.8%-76.8pp |
| Annual return | 8.74% | -8.62%+17.4pp | 2.46%+6.3pp | -8.62%+17.4pp |
| Employer contribution / active EE | $2,232 | $3,142-29.0% | $15,570-85.7% | $3,142-29.0% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $4,555-100.0% | $2,397-100.0% |
| Admin fee / account holder | $0 | $4,803-100.0% | $16,953-100.0% | $4,803-100.0% |