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 | $15,718 | $85,790-81.7% | $67,313-76.6% | $135,375-88.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -8.76% | -0.54%-8.2pp | -4.08%-4.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,871 | $3,487-46.3% | $2,566-27.1% | $4,779-60.8% |
| Participant deferral / active EE | $3,015 | $4,651-35.2% | $3,568-15.5% | $5,609-46.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |