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 | $150,818-100.0% | $129,207-100.0% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 69.6%-69.6pp | - |
| Annual return | 14.25% | 14.05%+0.2pp | 9417.33%-9403.1pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $4,153-100.0% | - |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,168-100.0% | - |
| Admin fee / account holder | $0 | $25,214-100.0% | $7,715-100.0% | - |