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 | $160,667 | $74,616+115.3% | $90,404+77.7% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | 15.87% | 7.61%+8.3pp | 1293.02%-1277.1pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,262-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,963-100.0% | - |
| Admin fee / account holder | $0 | $4,675-100.0% | $5,611-100.0% | - |