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 | $42,877 | $95,862-55.3% | $79,550-46.1% | $134,475-68.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -6.35% | -2.69%-3.7pp | 0.16%-6.5pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,349 | $3,128-56.9% | $2,413-44.1% | $4,740-71.5% |
| Participant deferral / active EE | $1,409 | $4,693-70.0% | $3,985-64.7% | $6,400-78.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |