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 | $2,764 | $27,641-90.0% | $61,373-95.5% | $68,494-96.0% |
| 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 | $671 | $695-3.5% | $1,159-42.1% | $2,596-74.1% |
| Participant deferral / active EE | $782 | $1,263-38.1% | $2,125-63.2% | $4,027-80.6% |
| Admin fee / account holder | $14 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |