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 | $45,551-100.0% | $59,878-100.0% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.7%-74.7pp | - |
| Annual return | 9.42% | 11.07%-1.6pp | 3.46%+6.0pp | - |
| Employer contribution / active EE | $0 | $2,465-100.0% | $2,722-100.0% | - |
| Participant deferral / active EE | $0 | $2,507-100.0% | $3,402-100.0% | - |
| Admin fee / account holder | $0 | $6,446-100.0% | $3,590-100.0% | - |