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 | $135,698 | $332,085-59.1% | $149,673-9.3% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 33.56% | 51.04%-17.5pp | 134.42%-100.9pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,818-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,680-100.0% | - |
| Admin fee / account holder | $25 | $47,995-99.9% | $13,210-99.8% | - |