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 | $46,100 | $54,350-15.2% | $82,719-44.3% | $68,494-32.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.77% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,956 | $2,218+33.3% | $3,009-1.7% | $2,596+13.9% |
| Participant deferral / active EE | $5,094 | $3,246+56.9% | $4,395+15.9% | $4,027+26.5% |
| Admin fee / account holder | $24 | $4,395-99.5% | $5,329-99.5% | $5,403-99.6% |