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 | $47,276 | $138,044-65.8% | $125,339-62.3% | $134,475-64.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.56% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,555 | $5,243-51.3% | $4,814-46.9% | $4,740-46.1% |
| Participant deferral / active EE | $6,467 | $7,799-17.1% | $7,446-13.1% | $6,400+1.1% |
| Admin fee / account holder | $39 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |