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 | $22,989 | $167,307-86.3% | $143,757-84.0% | $134,475-82.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.72% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $7,949 | $5,619+41.5% | $4,951+60.6% | $4,740+67.7% |
| Participant deferral / active EE | $2,929 | $6,446-54.6% | $5,637-48.0% | $6,400-54.2% |
| Admin fee / account holder | $62 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |