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 | $11,035 | $93,024-88.1% | $77,024-85.7% | $134,475-91.8% |
| Participation rate | 73.3% | 74.5%-1.1pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -17.57% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $710 | $3,418-79.2% | $2,812-74.8% | $4,740-85.0% |
| Participant deferral / active EE | $1,093 | $5,238-79.1% | $4,426-75.3% | $6,400-82.9% |
| Admin fee / account holder | $190 | $6,944-97.3% | $5,425-96.5% | $11,426-98.3% |