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 | $52,836-100.0% | $105,738-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 76.3%-76.3pp | 69.6%-69.6pp |
| Annual return | -6.05% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,695 | $1,827-7.2% | $3,268-48.1% | $2,381-28.8% |
| Participant deferral / active EE | $3,193 | $2,545+25.4% | $4,080-21.7% | $3,470-8.0% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |