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 | $93,346-100.0% | $71,796-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 7.81% | 130.39%-122.6pp | 78.04%-70.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $21,340 | $2,733+680.7% | $1,924+1008.9% | $4,869+338.3% |
| Participant deferral / active EE | $8,484 | $3,475+144.1% | $2,794+203.6% | $5,287+60.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |