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 | $21,186 | $100,754-79.0% | $86,677-75.6% | $134,475-84.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.98% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,518 | $3,489-27.8% | $2,836-11.2% | $4,740-46.9% |
| Participant deferral / active EE | $6,461 | $5,338+21.0% | $4,656+38.8% | $6,400+1.0% |
| Admin fee / account holder | $24 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |