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 7-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 | $101,618-100.0% | $93,063-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 18.44% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,260 | $2,707+94.3% | $2,476+112.4% | $4,156+26.6% |
| Participant deferral / active EE | $11,749 | $4,279+174.6% | $3,958+196.8% | $6,407+83.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |