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 | $76,877 | $129,942-40.8% | $104,294-26.3% | $134,475-42.8% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -13.99% | 42.03%-56.0pp | 24.61%-38.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $782 | $4,184-81.3% | $3,372-76.8% | $4,740-83.5% |
| Participant deferral / active EE | $1,782 | $5,588-68.1% | $4,625-61.5% | $6,400-72.2% |
| Admin fee / account holder | $55 | $9,323-99.4% | $7,339-99.2% | $11,426-99.5% |