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 | $38,645 | $133,958-71.2% | $112,228-65.6% | $134,475-71.3% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -15.09% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,897 | $5,291+11.5% | $4,728+24.7% | $6,400-7.9% |
| Admin fee / account holder | $269 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |