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 | $27,117 | $77,813-65.2% | $123,544-78.1% | $64,186-57.8% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -3.94% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,581 | $3,014+18.8% | $4,628-22.6% | $2,381+50.4% |
| Participant deferral / active EE | $6,393 | $5,240+22.0% | $6,426-0.5% | $3,470+84.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |