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 9-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 | $40,720 | $105,860-61.5% | $90,749-55.1% | $134,475-69.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -19.71% | -11.01%-8.7pp | -12.16%-7.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,617 | $3,462-53.3% | $2,921-44.6% | $4,740-65.9% |
| Participant deferral / active EE | $3,894 | $5,216-25.3% | $4,564-14.7% | $6,400-39.2% |
| Admin fee / account holder | $40 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |