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 | $19,989 | $138,044-85.5% | $125,339-84.1% | $134,475-85.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.29% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,215 | $5,243-19.6% | $4,814-12.4% | $4,740-11.1% |
| Participant deferral / active EE | $4,732 | $7,799-39.3% | $7,446-36.5% | $6,400-26.1% |
| Admin fee / account holder | $35 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |