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 10-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 | $135,952-100.0% | $123,892-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 9.89% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,602 | $5,170-30.3% | $4,617-22.0% | $4,869-26.0% |
| Participant deferral / active EE | $11,092 | $6,343+74.9% | $5,984+85.4% | $5,287+109.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |