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 | $118,371 | $180,101-34.3% | $142,449-16.9% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 76.8%-76.8pp | - |
| Annual return | 25.13% | 26.55%-1.4pp | 19.99%+5.1pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $4,847-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $6,283-100.0% | - |
| Admin fee / account holder | $0 | $23,406-100.0% | $10,011-100.0% | - |