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 | $22,269 | $73,867-69.9% | $143,757-84.5% | $68,494-67.5% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -12.14% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,124 | $3,184-64.7% | $4,951-77.3% | $2,596-56.7% |
| Participant deferral / active EE | $2,985 | $3,384-11.8% | $5,637-47.0% | $4,027-25.9% |
| Admin fee / account holder | $207 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |