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 | $51,708-100.0% | $106,619-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 78.0%-78.0pp | 69.3%-69.3pp |
| Annual return | 12.74% | 4.69%+8.1pp | 9.42%+3.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $6,255 | $1,764+254.6% | $3,947+58.5% | $2,281+174.2% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |