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 | $202,318-100.0% | $172,739-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 19.94% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,516 | $5,856-74.1% | $5,143-70.5% | $4,762-68.2% |
| Participant deferral / active EE | $6,072 | $5,948+2.1% | $5,198+16.8% | $5,850+3.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |