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 8-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 | -7.05% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,503 | $6,420-14.3% | $5,606-1.8% | $4,779+15.2% |
| Participant deferral / active EE | $11,909 | $7,642+55.8% | $6,927+71.9% | $5,609+112.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |