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 | $9,626 | $45,863-79.0% | $77,024-87.5% | $68,494-85.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.25% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,407 | $1,650-14.7% | $2,812-50.0% | $2,596-45.8% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $178 | $3,041-94.1% | $5,425-96.7% | $5,403-96.7% |