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 10-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 | $5,488 | $27,641-80.1% | $61,373-91.1% | $68,494-92.0% |
| Participation rate | 95.3% | 39.5%+55.9pp | 52.6%+42.8pp | 67.9%+27.5pp |
| Annual return | -17.42% | -13.24%-4.2pp | 338.61%-356.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $479 | $695-31.2% | $1,159-58.7% | $2,596-81.6% |
| Participant deferral / active EE | $397 | $1,263-68.6% | $2,125-81.3% | $4,027-90.2% |
| Admin fee / account holder | $70 | $2,010-96.5% | $2,130-96.7% | $5,403-98.7% |