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 | $138,952 | $197,263-29.6% | $115,157+20.7% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.9%-75.9pp | - |
| Annual return | 17.31% | 16.18%+1.1pp | 35.60%-18.3pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,179-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,168-100.0% | - |
| Admin fee / account holder | $0 | $14,091-100.0% | $7,088-100.0% | - |