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 | $2,967 | $27,641-89.3% | $61,373-95.2% | $68,494-95.7% |
| Participation rate | 92.7% | 39.5%+53.2pp | 52.6%+40.1pp | 67.9%+24.8pp |
| Annual return | -20.47% | -13.24%-7.2pp | 338.61%-359.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $258 | $695-62.9% | $1,159-77.8% | $2,596-90.1% |
| Participant deferral / active EE | $905 | $1,263-28.3% | $2,125-57.4% | $4,027-77.5% |
| Admin fee / account holder | $142 | $2,010-92.9% | $2,130-93.3% | $5,403-97.4% |