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 9-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 | $161,470-100.0% | $121,196-100.0% | - |
| Participation rate | 0.0% | 52.1%-52.1pp | 71.7%-71.7pp | - |
| Annual return | -5.34% | -4.08%-1.3pp | 16.93%-22.3pp | - |
| Employer contribution / active EE | $0 | $1,032-100.0% | $4,022-100.0% | - |
| Participant deferral / active EE | $0 | $1,577-100.0% | $3,344-100.0% | - |
| Admin fee / account holder | $0 | $10,656-100.0% | $5,019-100.0% | - |