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 | $430,769-100.0% | $171,128-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 75.3%-75.3pp | 90.6%-90.6pp |
| Annual return | 2.53% | 10.77%-8.2pp | 3.91%-1.4pp | 10.77%-8.2pp |
| Employer contribution / active EE | $21,308 | $26,022-18.1% | $8,679+145.5% | $26,022-18.1% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $1,011-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |