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 | $40,036 | $167,307-76.1% | $143,757-72.2% | $134,475-70.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.56% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,853 | $5,619-67.0% | $4,951-62.6% | $4,740-60.9% |
| Participant deferral / active EE | $4,183 | $6,446-35.1% | $5,637-25.8% | $6,400-34.6% |
| Admin fee / account holder | $93 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |