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 7-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 | $73,595 | $133,958-45.1% | $112,228-34.4% | $134,475-45.3% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -15.30% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,364 | $4,038-41.5% | $3,635-35.0% | $4,740-50.1% |
| Participant deferral / active EE | $4,049 | $5,291-23.5% | $4,728-14.4% | $6,400-36.7% |
| Admin fee / account holder | $132 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |