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 | $19,707 | $95,862-79.4% | $79,550-75.2% | $134,475-85.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -10.24% | -2.69%-7.6pp | 0.16%-10.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,744 | $3,128-44.2% | $2,413-27.7% | $4,740-63.2% |
| Participant deferral / active EE | $5,990 | $4,693+27.6% | $3,985+50.3% | $6,400-6.4% |
| Admin fee / account holder | $245 | $9,126-97.3% | $6,832-96.4% | $11,426-97.9% |