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 | $37,580 | $167,307-77.5% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.47% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,657 | $5,619+18.5% | $4,951+34.5% | $4,740+40.5% |
| Participant deferral / active EE | $3,156 | $6,446-51.0% | $5,637-44.0% | $6,400-50.7% |
| Admin fee / account holder | $140 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |