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 9-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 | $66,103 | $142,344-53.6% | $119,609-44.7% | $134,475-50.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.39% | -12.44%-5.0pp | -14.97%-2.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,748 | $5,222-28.2% | $4,232-11.4% | $4,740-20.9% |
| Participant deferral / active EE | $8,846 | $6,469+36.7% | $5,602+57.9% | $6,400+38.2% |
| Admin fee / account holder | $49 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |