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 | $48,251 | $73,867-34.7% | $143,757-66.4% | $68,494-29.6% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -18.28% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,533 | $3,184-51.9% | $4,951-69.0% | $2,596-41.0% |
| Participant deferral / active EE | $3,596 | $3,384+6.2% | $5,637-36.2% | $4,027-10.7% |
| Admin fee / account holder | $140 | $5,755-97.6% | $14,673-99.0% | $5,403-97.4% |