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 | $75,350 | $203,209-62.9% | $159,436-52.7% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 4.02% | 10.23%-6.2pp | 263.57%-259.6pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,829-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,352-100.0% | - |
| Admin fee / account holder | $70 | $10,627-99.3% | $10,799-99.4% | - |