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 | $9,478 | $55,041-82.8% | $45,164-79.0% | $134,475-93.0% |
| Participation rate | 75.0% | 63.8%+11.2pp | 55.2%+19.8pp | 81.2%-6.2pp |
| Annual return | 0.00% | -19.63%+19.6pp | -20.28%+20.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,437 | $3,006-52.2% | $2,321-38.1% | $4,740-69.7% |
| Participant deferral / active EE | $5,679 | $3,822+48.6% | $3,184+78.3% | $6,400-11.3% |
| Admin fee / account holder | $6 | $4,029-99.9% | $3,071-99.8% | $11,426-100.0% |