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 | $45,035-100.0% | $62,995-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 13.40% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $838 | $2,051-59.1% | $2,759-69.6% | $2,342-64.2% |
| Participant deferral / active EE | $758 | $2,465-69.2% | $3,329-77.2% | $3,332-77.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |