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 | $20,990 | $59,107-64.5% | $86,436-75.7% | $68,494-69.4% |
| Participation rate | 78.4% | 75.2%+3.1pp | 80.3%-1.9pp | 67.9%+10.5pp |
| Annual return | -16.80% | -0.23%-16.6pp | 4394.89%-4411.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,211 | $2,519-51.9% | $3,769-67.9% | $2,596-53.3% |
| Participant deferral / active EE | $2,738 | $5,901-53.6% | $6,952-60.6% | $4,027-32.0% |
| Admin fee / account holder | $243 | $5,637-95.7% | $6,731-96.4% | $5,403-95.5% |