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 | $31,992 | $92,222-65.3% | $76,768-58.3% | $135,375-76.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.95% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,865 | $3,216-42.0% | $2,485-25.0% | $4,779-61.0% |
| Participant deferral / active EE | $3,953 | $4,509-12.3% | $3,852+2.6% | $5,609-29.5% |
| Admin fee / account holder | $250 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |