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 7-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 | $11,945 | $67,331-82.3% | $60,874-80.4% | $134,475-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.08% | 49.93%-61.0pp | 16.90%-28.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $758 | $3,096-75.5% | $2,701-71.9% | $4,740-84.0% |
| Participant deferral / active EE | $1,520 | $4,538-66.5% | $3,817-60.2% | $6,400-76.3% |
| Admin fee / account holder | $39 | $4,582-99.1% | $3,224-98.8% | $11,426-99.7% |