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 5-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 | $9,344 | $82,286-88.6% | $68,791-86.4% | $134,475-93.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.41% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,705 | $3,301-48.4% | $2,655-35.8% | $4,740-64.0% |
| Participant deferral / active EE | $3,148 | $4,739-33.6% | $3,941-20.1% | $6,400-50.8% |
| Admin fee / account holder | $4 | $6,481-99.9% | $4,932-99.9% | $11,426-100.0% |