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 8-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 | $40,664 | $142,344-71.4% | $119,609-66.0% | $134,475-69.8% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -17.46% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,901 | $5,222-25.3% | $4,232-7.8% | $4,740-17.7% |
| Participant deferral / active EE | $7,657 | $6,469+18.4% | $5,602+36.7% | $6,400+19.7% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |