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 | $19,207 | $49,177-60.9% | $79,464-75.8% | $64,186-70.1% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -7.37% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,052 | $2,076-1.2% | $2,800-26.7% | $2,381-13.8% |
| Participant deferral / active EE | $2,162 | $2,821-23.4% | $3,704-41.6% | $3,470-37.7% |
| Admin fee / account holder | $272 | $3,839-92.9% | $5,113-94.7% | $4,888-94.4% |