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 | $31,157 | $106,543-70.8% | $91,220-65.8% | $134,475-76.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.09% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,582 | $3,331-22.5% | $2,850-9.4% | $4,740-45.5% |
| Participant deferral / active EE | $4,969 | $4,719+5.3% | $4,234+17.4% | $6,400-22.4% |
| Admin fee / account holder | $50 | $6,231-99.2% | $5,420-99.1% | $11,426-99.6% |