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 9-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 | $105,860-100.0% | $90,749-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -19.32% | -11.01%-8.3pp | -12.16%-7.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,055 | $3,462-40.7% | $2,921-29.7% | $4,740-56.6% |
| Participant deferral / active EE | $4,039 | $5,216-22.6% | $4,564-11.5% | $6,400-36.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |