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 | $670,669-100.0% | $646,305-100.0% | $532,464-100.0% |
| Participation rate | 100.0% | 94.1%+5.9pp | 91.9%+8.1pp | 89.6%+10.4pp |
| Annual return | 0.00% | 8.89%-8.9pp | 8.68%-8.7pp | 10.38%-10.4pp |
| Employer contribution / active EE | $0 | $23,417-100.0% | $22,738-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $18,821-100.0% | $18,028-100.0% | $14,894-100.0% |