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 7-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 | $39,122-100.0% | $57,179-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 2.25% | 9.23%-7.0pp | 14.59%-12.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,579 | $1,874+37.6% | $2,682-3.9% | $2,281+13.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |