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 5-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 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 20.48% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $16,938 | $4,350+289.3% | $3,475+387.3% | $4,156+307.5% |
| Participant deferral / active EE | $27,250 | $4,655+485.4% | $3,999+581.5% | $6,407+325.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |