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 | $69,518-100.0% | $59,878-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 12.46% | 7.94%+4.5pp | 3.46%+9.0pp | 519.73%-507.3pp |
| Employer contribution / active EE | $1,333 | $3,235-58.8% | $2,722-51.0% | $4,779-72.1% |
| Participant deferral / active EE | $2,746 | $4,206-34.7% | $3,402-19.3% | $5,609-51.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |