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 8-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 | $25,751 | $42,383-39.2% | $76,523-66.3% | $64,186-59.9% |
| Participation rate | 79.4% | 58.1%+21.3pp | 68.0%+11.4pp | 69.6%+9.8pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,537 | $1,563-1.7% | $2,647-41.9% | $2,381-35.4% |
| Participant deferral / active EE | $4,053 | $2,566+57.9% | $3,835+5.7% | $3,470+16.8% |
| Admin fee / account holder | $69 | $3,198-97.8% | $4,848-98.6% | $4,888-98.6% |