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 | $36,268 | $138,044-73.7% | $125,339-71.1% | $134,475-73.0% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -13.30% | 750.33%-763.6pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,289 | $5,243-37.3% | $4,814-31.7% | $4,740-30.6% |
| Participant deferral / active EE | $7,337 | $7,799-5.9% | $7,446-1.5% | $6,400+14.6% |
| Admin fee / account holder | $168 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |