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 6-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 | $350,135-100.0% | $129,129-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 80.0%-80.0pp | 79.0%-79.0pp |
| Annual return | 17.97% | 11.86%+6.1pp | 10.33%+7.6pp | 11.86%+6.1pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $2,123-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $27,000 | $4,976+442.6% | $5,857+361.0% | $4,976+442.6% |
| Admin fee / account holder | $0 | $23,717-100.0% | $3,024-100.0% | $23,717-100.0% |