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 6-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 | $24,695 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.06% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,747 | $5,243-66.7% | $4,814-63.7% | $4,740-63.1% |
| Participant deferral / active EE | $5,220 | $7,799-33.1% | $7,446-29.9% | $6,400-18.4% |
| Admin fee / account holder | $62 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |