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 | $138,663 | $80,530+72.2% | $90,281+53.6% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 17.16% | 36.03%-18.9pp | 78.10%-60.9pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,854-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $0 | $3,788-100.0% | $5,351-100.0% | - |