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 | $114,047-100.0% | $96,139-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 2976.52% | 189.88%+2786.6pp | 191.94%+2784.6pp | 478.56%+2498.0pp |
| Employer contribution / active EE | $1,906 | $3,427-44.4% | $2,797-31.9% | $4,837-60.6% |
| Participant deferral / active EE | $5,143 | $5,194-1.0% | $4,349+18.3% | $6,341-18.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |