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 8-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 | $47,070 | $105,860-55.5% | $90,749-48.1% | $134,475-65.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -18.17% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,745 | $3,462-49.6% | $2,921-40.3% | $4,740-63.2% |
| Participant deferral / active EE | $7,251 | $5,216+39.0% | $4,564+58.9% | $6,400+13.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |