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 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 27.19% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.2pp |
| Employer contribution / active EE | $5,304 | $4,804+10.4% | $4,554+16.5% | $4,156+27.6% |
| Participant deferral / active EE | $12,912 | $8,216+57.1% | $7,897+63.5% | $6,407+101.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |