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 | $73,867-100.0% | $143,757-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -16.18% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,234 | $3,184+1.6% | $4,951-34.7% | $2,596+24.6% |
| Participant deferral / active EE | $4,977 | $3,384+47.1% | $5,637-11.7% | $4,027+23.6% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |