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 | $67,331-100.0% | $60,874-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -10.77% | 49.93%-60.7pp | 16.90%-27.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $561 | $3,096-81.9% | $2,701-79.2% | $4,740-88.2% |
| Participant deferral / active EE | $1,714 | $4,538-62.2% | $3,817-55.1% | $6,400-73.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |