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 | $50,759 | $129,942-60.9% | $104,294-51.3% | $134,475-62.3% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -19.35% | 42.03%-61.4pp | 24.61%-44.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,833 | $4,184-56.2% | $3,372-45.6% | $4,740-61.3% |
| Participant deferral / active EE | $2,440 | $5,588-56.3% | $4,625-47.2% | $6,400-61.9% |
| Admin fee / account holder | $7 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |