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 | $25,014-100.0% | $69,647-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 64.2%-64.2pp | 66.5%-66.5pp | 67.6%-67.6pp |
| Annual return | 20.08% | 19.07%+1.0pp | 100.48%-80.4pp | 35.59%-15.5pp |
| Employer contribution / active EE | $3,448 | $993+247.2% | $1,712+101.4% | $2,755+25.2% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,886-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $2,488-100.0% | $4,713-100.0% | $6,918-100.0% |