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 | $35,219 | $92,703-62.0% | $82,719-57.4% | $134,475-73.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.43% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,419 | $3,274-26.1% | $3,009-19.6% | $4,740-49.0% |
| Participant deferral / active EE | $4,487 | $4,802-6.6% | $4,395+2.1% | $6,400-29.9% |
| Admin fee / account holder | $31 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |