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 | $29,387 | $138,044-78.7% | $125,339-76.6% | $134,475-78.1% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,718 | $5,243-67.2% | $4,814-64.3% | $4,740-63.8% |
| Participant deferral / active EE | $4,482 | $7,799-42.5% | $7,446-39.8% | $6,400-30.0% |
| Admin fee / account holder | $68 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |