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 | $160,055-100.0% | $140,016-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -5.14% | 911.38%-916.5pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $6,416 | $6,420-0.1% | $5,606+14.5% | $4,779+34.3% |
| Participant deferral / active EE | $9,932 | $7,642+30.0% | $6,927+43.4% | $5,609+77.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |