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 | $38,633 | $138,065-72.0% | $123,544-68.7% | $135,375-71.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.95% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,164 | $5,151-58.0% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $4,606 | $6,799-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $184 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |