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 4-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 | $4,758 | $27,641-82.8% | $61,373-92.2% | $68,494-93.1% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $689 | $695-0.9% | $1,159-40.6% | $2,596-73.5% |
| Participant deferral / active EE | $3,518 | $1,263+178.5% | $2,125+65.6% | $4,027-12.6% |
| Admin fee / account holder | $180 | $2,010-91.1% | $2,130-91.6% | $5,403-96.7% |