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 | $29,630 | $106,543-72.2% | $91,220-67.5% | $134,475-78.0% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -20.50% | 160.60%-181.1pp | 114.01%-134.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,521 | $3,331-24.3% | $2,850-11.6% | $4,740-46.8% |
| Participant deferral / active EE | $3,102 | $4,719-34.3% | $4,234-26.7% | $6,400-51.5% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |