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 | $23,606 | $73,867-68.0% | $143,757-83.6% | $68,494-65.5% |
| Participation rate | 72.9% | 66.7%+6.3pp | 80.3%-7.4pp | 67.9%+5.0pp |
| Annual return | -17.11% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,057 | $3,184-66.8% | $4,951-78.6% | $2,596-59.3% |
| Participant deferral / active EE | $2,331 | $3,384-31.1% | $5,637-58.6% | $4,027-42.1% |
| Admin fee / account holder | $210 | $5,755-96.4% | $14,673-98.6% | $5,403-96.1% |