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 | $32,559 | $95,193-65.8% | $76,523-57.5% | $135,375-75.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.03% | 4.85%-13.9pp | -0.27%-8.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,247 | $3,302-32.0% | $2,647-15.1% | $4,779-53.0% |
| Participant deferral / active EE | $13,438 | $4,639+189.7% | $3,835+250.4% | $5,609+139.6% |
| Admin fee / account holder | $149 | $6,249-97.6% | $4,848-96.9% | $10,827-98.6% |