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 | $767,447-100.0% | $741,050-100.0% | $564,480-100.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | 0.00% | -16.51%+16.5pp | -17.37%+17.4pp | -14.07%+14.1pp |
| Employer contribution / active EE | $0 | $31,544-100.0% | $31,041-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $8,875-100.0% | $8,481-100.0% | $27,140-100.0% |