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 | $54,762-100.0% | $90,281-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 16.63% | 30.63%-14.0pp | 78.10%-61.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $2,913 | $2,092+39.2% | $2,854+2.1% | $2,440+19.4% |
| Participant deferral / active EE | $1,753 | $2,887-39.3% | $3,885-54.9% | $3,607-51.4% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |