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 3-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 | $289,147-100.0% | $379,605-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 73.8%-73.8pp | 80.8%-80.8pp |
| Annual return | 4.09% | 12.61%-8.5pp | 12.50%-8.4pp | 12.61%-8.5pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $15,275-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $15,215-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $4,508-100.0% | $23,026-100.0% |