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 | $0 | $136,791-100.0% | $133,956-100.0% | - |
| Participation rate | 0.0% | 70.8%-70.8pp | 79.8%-79.8pp | - |
| Annual return | 7.71% | 9.25%-1.5pp | 45.09%-37.4pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $0 | $3,586-100.0% | $5,048-100.0% | - |
| Admin fee / account holder | $0 | $8,409-100.0% | $8,927-100.0% | - |