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 | $29,660-100.0% | $56,411-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 17.36% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $508 | $669-24.1% | $1,039-51.1% | $2,755-81.6% |
| Participant deferral / active EE | $1,553 | $1,226+26.7% | $1,952-20.4% | $4,296-63.8% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |