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 | $90,590-100.0% | $90,782-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.6%-82.6pp |
| Annual return | -8.21% | -3.40%-4.8pp | -3.42%-4.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,908 | $4,352-56.2% | $4,105-53.5% | $4,779-60.1% |
| Participant deferral / active EE | $1,908 | $5,407-64.7% | $5,366-64.4% | $5,609-66.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |