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% | $82,389-100.0% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.5%-69.5pp | - |
| Annual return | 32.78% | 15.13%+17.6pp | 28.67%+4.1pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,517-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $4,155-100.0% | - |
| Admin fee / account holder | $0 | $22,209-100.0% | $7,231-100.0% | - |