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 | $0 | $59,805-100.0% | $79,550-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -6.11% | -12.30%+6.2pp | 0.16%-6.3pp | -7.84%+1.7pp |
| Employer contribution / active EE | $414 | $1,505-72.5% | $2,413-82.8% | $2,596-84.1% |
| Participant deferral / active EE | $2,475 | $3,024-18.2% | $3,985-37.9% | $4,027-38.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |