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 | $99,032-100.0% | $80,019-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | 0.72% | 15.39%-14.7pp | 11.22%-10.5pp | 519.73%-519.0pp |
| Employer contribution / active EE | $4,807 | $3,043+57.9% | $2,468+94.8% | $4,779+0.6% |
| Participant deferral / active EE | $3,205 | $4,282-25.2% | $3,686-13.1% | $5,609-42.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |