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 | $27,164 | $100,754-73.0% | $86,677-68.7% | $134,475-79.8% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -19.00% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,433 | $3,489-58.9% | $2,836-49.5% | $4,740-69.8% |
| Participant deferral / active EE | $2,794 | $5,338-47.7% | $4,656-40.0% | $6,400-56.3% |
| Admin fee / account holder | $83 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |