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 7-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 | $19,113 | $167,307-88.6% | $143,757-86.7% | $134,475-85.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.43% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,481 | $5,619-73.6% | $4,951-70.1% | $4,740-68.7% |
| Participant deferral / active EE | $3,653 | $6,446-43.3% | $5,637-35.2% | $6,400-42.9% |
| Admin fee / account holder | $265 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |