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 | $38,500 | $95,971-59.9% | $74,550-48.4% | $135,375-71.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.45% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $788 | $2,716-71.0% | $1,961-59.8% | $4,779-83.5% |
| Participant deferral / active EE | $3,923 | $3,843+2.1% | $3,108+26.2% | $5,609-30.1% |
| Admin fee / account holder | $188 | $6,522-97.1% | $5,060-96.3% | $10,827-98.3% |