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 4-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 | $111,754-100.0% | $103,333-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.73% | 24.77%-12.0pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,606 | $4,212-38.1% | $3,868-32.6% | $4,660-44.1% |
| Participant deferral / active EE | $4,805 | $5,619-14.5% | $5,057-5.0% | $6,688-28.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |