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 | $57,828-100.0% | $117,039-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 67.1%-67.1pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 18.61% | 17.55%+1.1pp | 18.95%-0.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,469 | $1,816-19.1% | $3,785-61.2% | $2,342-37.3% |
| Participant deferral / active EE | $3,255 | $2,438+33.5% | $3,929-17.2% | $3,332-2.3% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |