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 | $11,236 | $32,117-65.0% | $71,086-84.2% | $64,186-82.5% |
| Participation rate | 70.0% | 42.7%+27.3pp | 54.7%+15.3pp | 69.6%+0.4pp |
| Annual return | -6.04% | -5.57%-0.5pp | 650.59%-656.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $118 | $712-83.5% | $1,088-89.2% | $2,381-95.1% |
| Participant deferral / active EE | $589 | $1,263-53.4% | $1,874-68.6% | $3,470-83.0% |
| Admin fee / account holder | $6 | $2,759-99.8% | $3,082-99.8% | $4,888-99.9% |