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 8-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 | $2,716 | $25,979-89.5% | $71,735-96.2% | $68,494-96.0% |
| Participation rate | 76.9% | 54.5%+22.4pp | 62.3%+14.6pp | 67.9%+9.0pp |
| Annual return | -17.38% | -15.10%-2.3pp | 9.14%-26.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $330 | $900-63.4% | $1,704-80.6% | $2,596-87.3% |
| Participant deferral / active EE | $1,261 | $1,522-17.2% | $2,658-52.6% | $4,027-68.7% |
| Admin fee / account holder | $83 | $2,022-95.9% | $3,974-97.9% | $5,403-98.5% |