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 | $8,729 | $27,641-68.4% | $61,373-85.8% | $68,494-87.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,039 | $695+49.4% | $1,159-10.4% | $2,596-60.0% |
| Participant deferral / active EE | $2,050 | $1,263+62.3% | $2,125-3.5% | $4,027-49.1% |
| Admin fee / account holder | $23 | $2,010-98.8% | $2,130-98.9% | $5,403-99.6% |