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 | $411,933-100.0% | $130,648-100.0% | - |
| Participation rate | 0.0% | 58.7%-58.7pp | 71.7%-71.7pp | - |
| Annual return | 23.20% | 4.27%+18.9pp | 1708.96%-1685.8pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $4,092-100.0% | - |
| Participant deferral / active EE | $0 | $2,902-100.0% | $3,603-100.0% | - |
| Admin fee / account holder | $0 | $16,936-100.0% | $5,464-100.0% | - |