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 4-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 | $28,484 | $180,449-84.2% | $154,107-81.5% | $135,375-79.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -8.26% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,162 | $6,035-64.2% | $5,298-59.2% | $4,779-54.8% |
| Participant deferral / active EE | $5,950 | $5,806+2.5% | $5,081+17.1% | $5,609+6.1% |
| Admin fee / account holder | $22 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |