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 | $39,016 | $142,344-72.6% | $119,609-67.4% | $134,475-71.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -15.74% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,796 | $5,222-65.6% | $4,232-57.6% | $4,740-62.1% |
| Participant deferral / active EE | $6,451 | $6,469-0.3% | $5,602+15.2% | $6,400+0.8% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |