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 | $183,963-100.0% | $162,163-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 23.33% | 150.76%-127.4pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,978 | $6,371-69.0% | $5,614-64.8% | $4,762-58.5% |
| Participant deferral / active EE | $8,086 | $8,034+0.6% | $7,298+10.8% | $5,850+38.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |