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 10-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 | $34,513 | $152,509-77.4% | $117,472-70.6% | $134,475-74.3% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -17.34% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,523 | $5,571-72.7% | $4,176-63.5% | $4,740-67.9% |
| Participant deferral / active EE | $2,543 | $4,818-47.2% | $4,070-37.5% | $6,400-60.3% |
| Admin fee / account holder | $81 | $7,004-98.8% | $5,645-98.6% | $11,426-99.3% |