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 | $94,599 | $163,676-42.2% | $129,110-26.7% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.3%-77.3pp | - |
| Annual return | -15.68% | -11.88%-3.8pp | -10.94%-4.7pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $5,052-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $6,542-100.0% | - |
| Admin fee / account holder | $0 | $34,290-100.0% | $14,302-100.0% | - |