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 | $47,374 | $142,344-66.7% | $119,609-60.4% | $134,475-64.8% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -16.50% | -12.44%-4.1pp | -14.97%-1.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,359 | $5,222-16.5% | $4,232+3.0% | $4,740-8.0% |
| Participant deferral / active EE | $4,062 | $6,469-37.2% | $5,602-27.5% | $6,400-36.5% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |