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 9-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 | $140,588-100.0% | $123,104-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | -2.20% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,731 | $6,041-54.8% | $5,151-47.0% | $4,866-43.9% |
| Participant deferral / active EE | $12,424 | $6,980+78.0% | $6,230+99.4% | $5,352+132.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |