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 | $64,909-100.0% | $82,313-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 16.57% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,649 | $1,676-1.6% | $2,428-32.1% | $2,042-19.3% |
| Participant deferral / active EE | $2,628 | $3,103-15.3% | $3,706-29.1% | $3,169-17.1% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |