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 | $88,594-100.0% | $70,092-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -16.47% | 442.67%-459.1pp | 190.73%-207.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,025 | $3,233-37.4% | $2,559-20.9% | $4,740-57.3% |
| Participant deferral / active EE | $2,658 | $4,772-44.3% | $3,849-30.9% | $6,400-58.5% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |