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 | $162,164 | $89,265+81.7% | $86,436+87.6% | - |
| Participation rate | 0.0% | 72.3%-72.3pp | 80.3%-80.3pp | - |
| Annual return | -10.21% | 5.21%-15.4pp | 4394.89%-4405.1pp | - |
| Employer contribution / active EE | $0 | $2,858-100.0% | $3,769-100.0% | - |
| Participant deferral / active EE | $0 | $6,641-100.0% | $6,952-100.0% | - |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,731-100.0% | - |