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 | $175,600-100.0% | $129,110-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.3%-77.3pp | 81.2%-81.2pp |
| Annual return | 22.36% | -11.39%+33.8pp | -10.94%+33.3pp | 417.96%-395.6pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |