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 | $49,227-100.0% | $70,449-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 20.48% | 30.06%-9.6pp | 109.03%-88.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,018 | $2,099-51.5% | $2,737-62.8% | $2,471-58.8% |
| Participant deferral / active EE | $956 | $2,768-65.5% | $3,709-74.2% | $3,740-74.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |