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 6-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 | $25,413 | $27,641-8.1% | $61,373-58.6% | $68,494-62.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -20.56% | -13.24%-7.3pp | 338.61%-359.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $572 | $695-17.8% | $1,159-50.7% | $2,596-78.0% |
| Participant deferral / active EE | $2,046 | $1,263+62.0% | $2,125-3.7% | $4,027-49.2% |
| Admin fee / account holder | $165 | $2,010-91.8% | $2,130-92.3% | $5,403-96.9% |