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 | $180,297 | $145,904+23.6% | $83,848+115.0% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 76.1%-76.1pp | - |
| Annual return | -7.01% | -3.19%-3.8pp | 850.88%-857.9pp | - |
| Employer contribution / active EE | $0 | $1,734-100.0% | $3,631-100.0% | - |
| Participant deferral / active EE | $0 | $2,760-100.0% | $4,082-100.0% | - |
| Admin fee / account holder | $0 | $8,727-100.0% | $5,478-100.0% | - |