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 7-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 | $82,630-100.0% | $64,105-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | 0.07% | 1489.72%-1489.6pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,847 | $2,671-30.9% | $1,820+1.5% | $4,866-62.1% |
| Participant deferral / active EE | $8,318 | $3,608+130.5% | $2,822+194.8% | $5,352+55.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |