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 | $72,400-100.0% | $67,502-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 16.09% | 7182.46%-7166.4pp | 3512.12%-3496.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $5,302 | $3,069+72.7% | $2,731+94.2% | $4,660+13.8% |
| Participant deferral / active EE | $9,325 | $4,783+95.0% | $4,000+133.1% | $6,688+39.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |