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 | $87,705-100.0% | $63,517-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 77.0%-77.0pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | -4.04% | 21.70%-25.7pp | -70.30%+66.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $842 | $3,601-76.6% | $2,322-63.7% | $4,866-82.7% |
| Participant deferral / active EE | $2,573 | $3,939-34.7% | $2,953-12.9% | $5,352-51.9% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |