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 | $131,116 | $65,344+100.7% | $73,307+78.9% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 74.9%-74.9pp | - |
| Annual return | -0.30% | 1.10%-1.4pp | 5.67%-6.0pp | - |
| Employer contribution / active EE | $0 | $1,124-100.0% | $3,237-100.0% | - |
| Participant deferral / active EE | $0 | $3,573-100.0% | $4,991-100.0% | - |
| Admin fee / account holder | $0 | $988-100.0% | $5,637-100.0% | - |