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 | $53,678-100.0% | $69,455-100.0% | - |
| Participation rate | 0.0% | 80.2%-80.2pp | 74.6%-74.6pp | - |
| Annual return | 5.95% | 11.59%-5.6pp | 28.97%-23.0pp | - |
| Employer contribution / active EE | $0 | $2,469-100.0% | $2,779-100.0% | - |
| Participant deferral / active EE | $0 | $3,620-100.0% | $3,535-100.0% | - |
| Admin fee / account holder | $0 | $3,899-100.0% | $3,839-100.0% | - |