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 | $106,115-100.0% | $85,969-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 76.5%-76.5pp | 83.2%-83.2pp |
| Annual return | 97.21% | 13.93%+83.3pp | 9.32%+87.9pp | 282.22%-185.0pp |
| Employer contribution / active EE | $1,067 | $4,537-76.5% | $3,474-69.3% | $4,866-78.1% |
| Participant deferral / active EE | $15,733 | $4,859+223.8% | $3,829+310.9% | $5,352+194.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |