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 | $28,217 | $67,459-58.2% | $74,183-62.0% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 76.6%-76.6pp | - |
| Annual return | 23.64% | 3.47%+20.2pp | 17.74%+5.9pp | - |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,370-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $3,550-100.0% | - |
| Admin fee / account holder | $0 | $9,869-100.0% | $5,586-100.0% | - |