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 9-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 | $82,824 | $121,098-31.6% | $125,175-33.8% | - |
| Participation rate | 0.0% | 74.4%-74.4pp | 79.8%-79.8pp | - |
| Annual return | 10.35% | 15.50%-5.2pp | 43.79%-33.4pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,865-100.0% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $0 | $16,883-100.0% | $9,702-100.0% | - |