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 6-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 | $6,952 | $27,641-74.8% | $61,373-88.7% | $68,494-89.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -16.41% | -13.24%-3.2pp | 338.61%-355.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,116 | $695+204.3% | $1,159+82.5% | $2,596-18.5% |
| Participant deferral / active EE | $1,130 | $1,263-10.6% | $2,125-46.8% | $4,027-71.9% |
| Admin fee / account holder | $184 | $2,010-90.9% | $2,130-91.4% | $5,403-96.6% |