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 | $2,559 | $27,641-90.7% | $61,373-95.8% | $68,494-96.3% |
| 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 | $880 | $695+26.5% | $1,159-24.1% | $2,596-66.1% |
| Participant deferral / active EE | $2,494 | $1,263+97.4% | $2,125+17.4% | $4,027-38.1% |
| Admin fee / account holder | $1 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |