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 | $95,561-100.0% | $77,163-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.62% | 54.92%-41.3pp | 37.87%-24.3pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,160 | $3,147-31.4% | $2,535-14.8% | $4,751-54.5% |
| Participant deferral / active EE | $2,660 | $4,624-42.5% | $3,833-30.6% | $6,710-60.4% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |