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 | $159,825 | $197,263-19.0% | $392,568-59.3% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 78.1%-78.1pp | - |
| Annual return | 10.64% | 16.18%-5.5pp | 24.42%-13.8pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,783-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $5,985-100.0% | - |
| Admin fee / account holder | $0 | $14,091-100.0% | $6,260-100.0% | - |