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 | $309,303-100.0% | $53,889-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | 100.0%-100.0pp | 96.2%-96.2pp |
| Annual return | 0.00% | 6.50%-6.5pp | 11.50%-11.5pp | 6.50%-6.5pp |
| Employer contribution / active EE | $0 | $25,613-100.0% | $8,788-100.0% | $25,613-100.0% |
| Participant deferral / active EE | $10,409 | $6,481+60.6% | $2,328+347.2% | $6,481+60.6% |
| Admin fee / account holder | $0 | $31,748-100.0% | $2,315-100.0% | $31,748-100.0% |