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 4-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 | $18,837 | $59,107-68.1% | $86,436-78.2% | $68,494-72.5% |
| Participation rate | 72.7% | 75.2%-2.5pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -19.04% | -0.23%-18.8pp | 4394.89%-4413.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,610 | $5,901+45.9% | $6,952+23.9% | $4,027+113.8% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |