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 | $44,836 | $152,509-70.6% | $117,472-61.8% | $134,475-66.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -18.52% | 52.99%-71.5pp | 29.74%-48.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $699 | $5,571-87.4% | $4,176-83.3% | $4,740-85.2% |
| Participant deferral / active EE | $1,154 | $4,818-76.0% | $4,070-71.6% | $6,400-82.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |