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 9-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 | $21,366 | $133,958-84.1% | $112,228-81.0% | $134,475-84.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.73% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,178 | $4,038-46.1% | $3,635-40.1% | $4,740-54.0% |
| Participant deferral / active EE | $2,658 | $5,291-49.8% | $4,728-43.8% | $6,400-58.5% |
| Admin fee / account holder | $4 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |