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 7-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 | $17,861 | $133,958-86.7% | $112,228-84.1% | $134,475-86.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.16% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,060 | $4,038-73.7% | $3,635-70.8% | $4,740-77.6% |
| Participant deferral / active EE | $3,404 | $5,291-35.7% | $4,728-28.0% | $6,400-46.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |