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 5-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 | $12,872 | $54,229-76.3% | $70,092-81.6% | $68,494-81.2% |
| Participation rate | 81.5% | 64.5%+17.0pp | 70.5%+11.0pp | 67.9%+13.6pp |
| Annual return | -17.36% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,199 | $2,018+157.6% | $2,559+103.2% | $2,596+100.2% |
| Participant deferral / active EE | $4,638 | $2,956+56.9% | $3,849+20.5% | $4,027+15.2% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |