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 8-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 | $78,031 | $92,703-15.8% | $82,719-5.7% | $134,475-42.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.27% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,938 | $3,274+20.3% | $3,009+30.9% | $4,740-16.9% |
| Participant deferral / active EE | $7,602 | $4,802+58.3% | $4,395+73.0% | $6,400+18.8% |
| Admin fee / account holder | $126 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |