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 | $18,972 | $32,117-40.9% | $71,086-73.3% | $64,186-70.4% |
| Participation rate | 75.0% | 42.7%+32.3pp | 54.7%+20.3pp | 69.6%+5.4pp |
| Annual return | -6.57% | -5.57%-1.0pp | 650.59%-657.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $879 | $1,263-30.4% | $1,874-53.1% | $3,470-74.7% |
| Admin fee / account holder | $250 | $2,759-90.9% | $3,082-91.9% | $4,888-94.9% |