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 | $149,679-100.0% | $117,039-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 77.2%-77.2pp | 82.8%-82.8pp |
| Annual return | 132.43% | 19.31%+113.1pp | 18.95%+113.5pp | 578.55%-446.1pp |
| Employer contribution / active EE | $1,953 | $4,937-60.4% | $3,785-48.4% | $4,876-60.0% |
| Participant deferral / active EE | $4,619 | $4,912-6.0% | $3,929+17.5% | $5,439-15.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |