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 | $38,490 | $140,578-72.6% | $100,671-61.8% | $125,391-69.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -2.37% | 24.67%-27.0pp | 20.43%-22.8pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,044 | $5,965-82.5% | $4,012-74.0% | $4,866-78.5% |
| Participant deferral / active EE | $1,459 | $3,981-63.3% | $3,144-53.6% | $5,352-72.7% |
| Admin fee / account holder | $148 | $6,716-97.8% | $4,850-97.0% | $9,540-98.5% |