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 | $32,683 | $78,694-58.5% | $67,652-51.7% | $125,391-73.9% |
| Participation rate | 73.9% | 78.8%-4.9pp | 75.7%-1.8pp | 83.2%-9.3pp |
| Annual return | -1.64% | 9.46%-11.1pp | 6625.04%-6626.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,180 | $3,044-61.2% | $2,266-47.9% | $4,866-75.8% |
| Participant deferral / active EE | $1,472 | $4,292-65.7% | $3,560-58.7% | $5,352-72.5% |
| Admin fee / account holder | $5 | $7,403-99.9% | $4,821-99.9% | $9,540-99.9% |