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 8-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 | $47,048 | $138,044-65.9% | $125,339-62.5% | $134,475-65.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.86% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $9,273 | $5,243+76.9% | $4,814+92.7% | $4,740+95.7% |
| Participant deferral / active EE | $5,117 | $7,799-34.4% | $7,446-31.3% | $6,400-20.0% |
| Admin fee / account holder | $83 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |