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 | $10,553 | $27,641-61.8% | $61,373-82.8% | $68,494-84.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.00% | -13.24%-1.8pp | 338.61%-353.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,277 | $695+227.3% | $1,159+96.4% | $2,596-12.3% |
| Participant deferral / active EE | $1,629 | $1,263+28.9% | $2,125-23.3% | $4,027-59.6% |
| Admin fee / account holder | $198 | $2,010-90.1% | $2,130-90.7% | $5,403-96.3% |