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 5-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 | $36,278 | $105,860-65.7% | $90,749-60.0% | $134,475-73.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -11.60% | -11.01%-0.6pp | -12.16%+0.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $939 | $3,462-72.9% | $2,921-67.8% | $4,740-80.2% |
| Participant deferral / active EE | $6,101 | $5,216+17.0% | $4,564+33.7% | $6,400-4.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |