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 | $85,202-100.0% | $172,739-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 22.07% | 27.32%-5.2pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $5,203 | $3,324+56.5% | $5,143+1.2% | $2,440+113.2% |
| Participant deferral / active EE | $2,883 | $3,260-11.6% | $5,198-44.5% | $3,607-20.1% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |