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 | $30,295 | $82,286-63.2% | $68,791-56.0% | $134,475-77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.44% | -2.19%-18.2pp | -6.38%-14.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,807 | $3,301-45.3% | $2,655-32.0% | $4,740-61.9% |
| Participant deferral / active EE | $4,144 | $4,739-12.5% | $3,941+5.2% | $6,400-35.2% |
| Admin fee / account holder | $72 | $6,481-98.9% | $4,932-98.5% | $11,426-99.4% |