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 | $8,449 | $27,641-69.4% | $61,373-86.2% | $68,494-87.7% |
| Participation rate | 96.6% | 39.5%+57.1pp | 52.6%+44.0pp | 67.9%+28.7pp |
| Annual return | -16.66% | -13.24%-3.4pp | 338.61%-355.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,195 | $695+71.8% | $1,159+3.1% | $2,596-54.0% |
| Participant deferral / active EE | $2,524 | $1,263+99.8% | $2,125+18.8% | $4,027-37.3% |
| Admin fee / account holder | $282 | $2,010-86.0% | $2,130-86.8% | $5,403-94.8% |