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 | $49,280-100.0% | $67,313-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | 34.21% | -1.39%+35.6pp | -4.08%+38.3pp | 7.63%+26.6pp |
| Employer contribution / active EE | $7,542 | $1,668+352.1% | $2,566+194.0% | $2,381+216.8% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |