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 | $238,417-100.0% | $197,205-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 26.7%-26.7pp | 39.2%-39.2pp |
| Annual return | 16.24% | 9.91%+6.3pp | 9.79%+6.5pp | 13.91%+2.3pp |
| Employer contribution / active EE | $3,180 | $41,881-92.4% | $40,174-92.1% | $35,282-91.0% |
| Participant deferral / active EE | $4,700 | $180+2508.2% | $199+2257.6% | $94+4891.6% |
| Admin fee / account holder | $0 | $2,353-100.0% | $1,949-100.0% | $41,846-100.0% |