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 | $54,897 | $82,286-33.3% | $68,791-20.2% | $134,475-59.2% |
| Participation rate | 86.4% | 75.1%+11.3pp | 69.0%+17.3pp | 81.2%+5.1pp |
| Annual return | -8.78% | -2.19%-6.6pp | -6.38%-2.4pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,218 | $3,301-2.5% | $2,655+21.2% | $4,740-32.1% |
| Participant deferral / active EE | $5,445 | $4,739+14.9% | $3,941+38.2% | $6,400-14.9% |
| Admin fee / account holder | $207 | $6,481-96.8% | $4,932-95.8% | $11,426-98.2% |