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 | $33,904 | $140,578-75.9% | $100,671-66.3% | $125,391-73.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.18% | 24.67%-25.8pp | 20.43%-21.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,367 | $5,965-60.3% | $4,012-41.0% | $4,866-51.4% |
| Participant deferral / active EE | $9,469 | $3,981+137.8% | $3,144+201.2% | $5,352+76.9% |
| Admin fee / account holder | $63 | $6,716-99.1% | $4,850-98.7% | $9,540-99.3% |