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 | $25,450 | $95,193-73.3% | $76,523-66.7% | $135,375-81.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -7.03% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $654 | $3,302-80.2% | $2,647-75.3% | $4,779-86.3% |
| Participant deferral / active EE | $877 | $4,639-81.1% | $3,835-77.1% | $5,609-84.4% |
| Admin fee / account holder | $138 | $6,249-97.8% | $4,848-97.1% | $10,827-98.7% |