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 | $38,589 | $92,703-58.4% | $82,719-53.3% | $134,475-71.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.55% | 944.92%-964.5pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,229 | $3,274+29.2% | $3,009+40.5% | $4,740-10.8% |
| Participant deferral / active EE | $4,168 | $4,802-13.2% | $4,395-5.2% | $6,400-34.9% |
| Admin fee / account holder | $3 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |