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 | $29,784 | $92,703-67.9% | $82,719-64.0% | $134,475-77.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -13.16% | 944.92%-958.1pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,067 | $3,274-67.4% | $3,009-64.6% | $4,740-77.5% |
| Participant deferral / active EE | $2,257 | $4,802-53.0% | $4,395-48.6% | $6,400-64.7% |
| Admin fee / account holder | $238 | $5,983-96.0% | $5,329-95.5% | $11,426-97.9% |