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 | $58,532 | $75,935-22.9% | $60,547-3.3% | $125,391-53.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -1.34% | -5.38%+4.0pp | 335.64%-337.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,815 | $3,438-47.2% | $2,419-25.0% | $4,866-62.7% |
| Participant deferral / active EE | $4,279 | $4,506-5.1% | $3,328+28.6% | $5,352-20.1% |
| Admin fee / account holder | $15 | $6,768-99.8% | $4,536-99.7% | $9,540-99.8% |