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 | $39,886 | $73,102-45.4% | $123,544-67.7% | $56,287-29.1% |
| Participation rate | 89.7% | 74.3%+15.4pp | 82.3%+7.4pp | 69.9%+19.9pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,400 | $2,977-19.4% | $4,628-48.1% | $2,111+13.7% |
| Participant deferral / active EE | $5,784 | $5,423+6.7% | $6,426-10.0% | $3,350+72.7% |
| Admin fee / account holder | $126 | $554-77.2% | $9,284-98.6% | $521-75.8% |