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 | $54,541-100.0% | $78,778-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 15.25% | 21.07%-5.8pp | 35.62%-20.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $739 | $1,089-32.1% | $1,986-62.8% | $2,342-68.4% |
| Participant deferral / active EE | $2,140 | $2,210-3.2% | $2,958-27.7% | $3,332-35.8% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |