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 | $38,939 | $82,664-52.9% | $125,339-68.9% | $68,494-43.1% |
| Participation rate | 98.2% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.53% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,358 | $3,381+28.9% | $4,814-9.5% | $2,596+67.8% |
| Participant deferral / active EE | $5,245 | $6,110-14.2% | $7,446-29.6% | $4,027+30.2% |
| Admin fee / account holder | $277 | $6,275-95.6% | $10,010-97.2% | $5,403-94.9% |