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 | $176,947-100.0% | $126,539-100.0% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | - |
| Annual return | 14.70% | 15.13%-0.4pp | 425.95%-411.2pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,674-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $4,083-100.0% | - |
| Admin fee / account holder | $0 | $22,209-100.0% | $6,065-100.0% | - |