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 | $259,158-100.0% | $200,023-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 2.39% | 5.38%-3.0pp | 1.19%+1.2pp | 5.38%-3.0pp |
| Employer contribution / active EE | $150,000 | $22,268+573.6% | $105,517+42.2% | $22,268+573.6% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $16,500-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $9,035-100.0% | - | $9,035-100.0% |