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 | $126,574-100.0% | $106,213-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 15.71% | 224.79%-209.1pp | 116.14%-100.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,566 | $3,730-31.2% | $3,171-19.1% | $4,660-44.9% |
| Participant deferral / active EE | $5,762 | $5,724+0.7% | $5,016+14.9% | $6,688-13.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |