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 | $55,869 | $82,664-32.4% | $125,339-55.4% | $68,494-18.4% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,559 | $3,381-24.3% | $4,814-46.8% | $2,596-1.4% |
| Participant deferral / active EE | $5,065 | $6,110-17.1% | $7,446-32.0% | $4,027+25.8% |
| Admin fee / account holder | $290 | $6,275-95.4% | $10,010-97.1% | $5,403-94.6% |