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 | $58,950 | $95,862-38.5% | $79,550-25.9% | $134,475-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.06% | -2.69%-2.4pp | 0.16%-5.2pp | 417.96%-423.0pp |
| Employer contribution / active EE | $5,331 | $3,128+70.4% | $2,413+120.9% | $4,740+12.5% |
| Participant deferral / active EE | $4,496 | $4,693-4.2% | $3,985+12.8% | $6,400-29.7% |
| Admin fee / account holder | $189 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |