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 | $45,035-100.0% | $62,995-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 25.59% | 18.76%+6.8pp | 87.57%-62.0pp | 73.14%-47.6pp |
| Employer contribution / active EE | $804 | $2,051-60.8% | $2,759-70.8% | $2,342-65.7% |
| Participant deferral / active EE | $2,043 | $2,465-17.1% | $3,329-38.6% | $3,332-38.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |