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 | $32,745 | $67,331-51.4% | $60,874-46.2% | $134,475-75.6% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.1%+5.5pp | 81.2%-2.7pp |
| Annual return | -1.34% | 49.93%-51.3pp | 16.90%-18.2pp | 417.96%-419.3pp |
| Employer contribution / active EE | $3,579 | $3,096+15.6% | $2,701+32.5% | $4,740-24.5% |
| Participant deferral / active EE | $4,540 | $4,5380% | $3,817+18.9% | $6,400-29.1% |
| Admin fee / account holder | $43 | $4,582-99.1% | $3,224-98.7% | $11,426-99.6% |