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 5-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 | $2,329 | $25,979-91.0% | $71,735-96.8% | $68,494-96.6% |
| Participation rate | 93.8% | 54.5%+39.3pp | 62.3%+31.4pp | 67.9%+25.9pp |
| Annual return | 11.70% | -15.10%+26.8pp | 9.14%+2.6pp | -7.84%+19.5pp |
| Employer contribution / active EE | $173 | $900-80.7% | $1,704-89.8% | $2,596-93.3% |
| Participant deferral / active EE | $457 | $1,522-70.0% | $2,658-82.8% | $4,027-88.7% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |