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 3-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 | $433,938-100.0% | $171,082-100.0% | - |
| Participation rate | 0.0% | 60.7%-60.7pp | 76.7%-76.7pp | - |
| Annual return | 7.61% | 6.86%+0.7pp | 32.56%-24.9pp | - |
| Employer contribution / active EE | $0 | $1,169-100.0% | $4,002-100.0% | - |
| Participant deferral / active EE | $0 | $2,929-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $0 | $26,981-100.0% | $8,520-100.0% | - |