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 | $3,374 | $27,641-87.8% | $61,373-94.5% | $68,494-95.1% |
| Participation rate | 76.9% | 39.5%+37.4pp | 52.6%+24.4pp | 67.9%+9.0pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $630 | $695-9.4% | $1,159-45.7% | $2,596-75.7% |
| Participant deferral / active EE | $2,661 | $1,263+110.6% | $2,125+25.2% | $4,027-33.9% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |