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 4-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 | $433,704-100.0% | $490,804-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 7.1%-7.1pp | 37.6%-37.6pp |
| Annual return | 0.00% | 11.35%-11.3pp | 14.84%-14.8pp | 9.30%-9.3pp |
| Employer contribution / active EE | $45,363 | $43,544+4.2% | $37,950+19.5% | $43,742+3.7% |
| Participant deferral / active EE | $0 | $34-100.0% | $127-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | $1-100.0% | $12,596-100.0% |