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 | $531,693-100.0% | $911,540-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 59.0%-59.0pp | 85.7%-85.7pp |
| Annual return | -15.39% | -13.27%-2.1pp | -12.71%-2.7pp | -13.27%-2.1pp |
| Employer contribution / active EE | $6,129 | $26,843-77.2% | $22,159-72.3% | $26,843-77.2% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $3,210-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $135,769-100.0% | $75,116-100.0% |