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 7-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 | $6,583 | $27,641-76.2% | $61,373-89.3% | $68,494-90.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -14.59% | -13.24%-1.4pp | 338.61%-353.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,153 | $695+65.8% | $1,159-0.5% | $2,596-55.6% |
| Participant deferral / active EE | $1,557 | $1,263+23.3% | $2,125-26.7% | $4,027-61.3% |
| Admin fee / account holder | $136 | $2,010-93.2% | $2,130-93.6% | $5,403-97.5% |