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 6-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 | $19,050 | $167,307-88.6% | $143,757-86.7% | $134,475-85.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.15% | 0.46%-8.6pp | -0.04%-8.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $4,579 | $5,619-18.5% | $4,951-7.5% | $4,740-3.4% |
| Participant deferral / active EE | $4,724 | $6,446-26.7% | $5,637-16.2% | $6,400-26.2% |
| Admin fee / account holder | $298 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |