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 7-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 | $6,446 | $27,641-76.7% | $61,373-89.5% | $68,494-90.6% |
| Participation rate | 95.0% | 39.5%+55.5pp | 52.6%+42.4pp | 67.9%+27.1pp |
| Annual return | -17.21% | -13.24%-4.0pp | 338.61%-355.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $954 | $695+37.2% | $1,159-17.7% | $2,596-63.3% |
| Participant deferral / active EE | $2,370 | $1,263+87.6% | $2,125+11.5% | $4,027-41.2% |
| Admin fee / account holder | $207 | $2,010-89.7% | $2,130-90.3% | $5,403-96.2% |