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 | $19,568 | $78,694-75.1% | $67,652-71.1% | $125,391-84.4% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -2.81% | 9.46%-12.3pp | 6625.04%-6627.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,631 | $3,044-46.4% | $2,266-28.0% | $4,866-66.5% |
| Participant deferral / active EE | $3,031 | $4,292-29.4% | $3,560-14.9% | $5,352-43.4% |
| Admin fee / account holder | $83 | $7,403-98.9% | $4,821-98.3% | $9,540-99.1% |