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 | $23,156 | $90,600-74.4% | $79,464-70.9% | $135,375-82.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -9.43% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,430 | $3,068-20.8% | $2,800-13.2% | $4,779-49.2% |
| Participant deferral / active EE | $4,174 | $4,050+3.1% | $3,704+12.7% | $5,609-25.6% |
| Admin fee / account holder | $50 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |