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 | $11,691 | $73,867-84.2% | $143,757-91.9% | $68,494-82.9% |
| Participation rate | 73.7% | 66.7%+7.0pp | 80.3%-6.6pp | 67.9%+5.8pp |
| Annual return | -18.64% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $454 | $3,184-85.8% | $4,951-90.8% | $2,596-82.5% |
| Participant deferral / active EE | $1,395 | $3,384-58.8% | $5,637-75.3% | $4,027-65.4% |
| Admin fee / account holder | $124 | $5,755-97.9% | $14,673-99.2% | $5,403-97.7% |