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 | $27,201 | $95,862-71.6% | $79,550-65.8% | $134,475-79.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.37% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,599 | $3,128-16.9% | $2,413+7.7% | $4,740-45.2% |
| Participant deferral / active EE | $1,621 | $4,693-65.4% | $3,985-59.3% | $6,400-74.7% |
| Admin fee / account holder | $226 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |