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 | $100,041-100.0% | $149,718-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 18.84% | 27.43%-8.6pp | 1501.63%-1482.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $7,999 | $3,662+118.4% | $5,445+46.9% | $2,342+241.5% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |