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 | $28,587 | $81,900-65.1% | $119,609-76.1% | $68,494-58.3% |
| Participation rate | 85.4% | 71.9%+13.5pp | 79.3%+6.2pp | 67.9%+17.5pp |
| Annual return | -12.26% | -23.82%+11.6pp | -14.97%+2.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $5,665 | $2,693+110.3% | $4,232+33.9% | $2,596+118.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $163 | $6,582-97.5% | $10,323-98.4% | $5,403-97.0% |