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 | $38,947 | $91,911-57.6% | $68,793-43.4% | $135,375-71.2% |
| Participation rate | 80.0% | 76.7%+3.3pp | 72.2%+7.8pp | 82.6%-2.6pp |
| Annual return | -4.73% | -8.22%+3.5pp | -4.63%-0.1pp | 519.73%-524.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,239 | $4,315-24.9% | $3,311-2.2% | $5,609-42.3% |
| Admin fee / account holder | $289 | $9,240-96.9% | $5,131-94.4% | $10,827-97.3% |