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 | $34,662 | $138,044-74.9% | $125,339-72.3% | $134,475-74.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.85% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,533 | $5,243-51.7% | $4,814-47.4% | $4,740-46.6% |
| Participant deferral / active EE | $6,127 | $7,799-21.4% | $7,446-17.7% | $6,400-4.3% |
| Admin fee / account holder | $90 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |