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 10-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 | $141,089 | $150,947-6.5% | $153,432-8.0% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 77.1%-77.1pp | - |
| Annual return | 19.19% | 14.08%+5.1pp | 15.66%+3.5pp | - |
| Employer contribution / active EE | $0 | $2,535-100.0% | $5,038-100.0% | - |
| Participant deferral / active EE | $0 | $4,236-100.0% | $6,757-100.0% | - |
| Admin fee / account holder | $0 | $25,214-100.0% | $12,725-100.0% | - |