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 6-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 | $88,874-100.0% | $81,478-100.0% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.0%-68.0pp | - |
| Annual return | 6.57% | 12.81%-6.2pp | 38.78%-32.2pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $2,568-100.0% | - |
| Participant deferral / active EE | $0 | $1,747-100.0% | $3,537-100.0% | - |
| Admin fee / account holder | $0 | $8,975-100.0% | $4,561-100.0% | - |