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 | $77,314-100.0% | $177,989-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.6%-67.6pp |
| Annual return | 15.26% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,536 | $2,292+185.2% | $3,949+65.5% | $2,755+137.3% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |