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 6-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 | $5,595 | $82,286-93.2% | $68,791-91.9% | $134,475-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.11% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $700 | $3,301-78.8% | $2,655-73.6% | $4,740-85.2% |
| Participant deferral / active EE | $1,166 | $4,739-75.4% | $3,941-70.4% | $6,400-81.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |