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 | $84,028-100.0% | $75,696-100.0% | - |
| Participation rate | 0.0% | 79.0%-79.0pp | 74.8%-74.8pp | - |
| Annual return | 23.85% | 14.09%+9.8pp | 104.53%-80.7pp | - |
| Employer contribution / active EE | $0 | $2,146-100.0% | $2,743-100.0% | - |
| Participant deferral / active EE | $0 | $3,526-100.0% | $3,821-100.0% | - |
| Admin fee / account holder | $0 | $3,165-100.0% | $3,619-100.0% | - |