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 | $18,753 | $73,867-74.6% | $143,757-87.0% | $68,494-72.6% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -11.36% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,180 | $3,184-31.5% | $4,951-56.0% | $2,596-16.0% |
| Participant deferral / active EE | $2,362 | $3,384-30.2% | $5,637-58.1% | $4,027-41.3% |
| Admin fee / account holder | $103 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |