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 | $14,416 | $27,641-47.8% | $61,373-76.5% | $68,494-79.0% |
| Participation rate | 84.0% | 39.5%+44.5pp | 52.6%+31.4pp | 67.9%+16.1pp |
| Annual return | -13.14% | -13.24%+0.1pp | 338.61%-351.7pp | -7.84%-5.3pp |
| Employer contribution / active EE | $503 | $695-27.7% | $1,159-56.7% | $2,596-80.6% |
| Participant deferral / active EE | $2,198 | $1,263+74.0% | $2,125+3.4% | $4,027-45.4% |
| Admin fee / account holder | $38 | $2,010-98.1% | $2,130-98.2% | $5,403-99.3% |