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 | $46,553-100.0% | $64,056-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 29.35% | 26.03%+3.3pp | 33.69%-4.3pp | 160.62%-131.3pp |
| Employer contribution / active EE | $831 | $1,974-57.9% | $2,747-69.7% | $2,670-68.9% |
| Participant deferral / active EE | $3,307 | $2,837+16.6% | $3,880-14.8% | $4,125-19.8% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |