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 7-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 | $59,288-100.0% | $90,645-100.0% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 74.0%-74.0pp | - |
| Annual return | 9.15% | -2.02%+11.2pp | 1.88%+7.3pp | - |
| Employer contribution / active EE | $0 | $823-100.0% | $2,532-100.0% | - |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,425-100.0% | - |
| Admin fee / account holder | $0 | $10,676-100.0% | $4,994-100.0% | - |