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 | $99,918-100.0% | $81,382-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.57% | 34.32%-25.7pp | 24.73%-16.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,520 | $2,978-15.4% | $2,463+2.3% | $4,660-45.9% |
| Participant deferral / active EE | $3,320 | $4,605-27.9% | $3,883-14.5% | $6,688-50.4% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |