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 10-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 | $36,453 | $91,911-60.3% | $68,793-47.0% | $135,375-73.1% |
| Participation rate | 93.3% | 76.7%+16.6pp | 72.2%+21.1pp | 82.6%+10.7pp |
| Annual return | -5.66% | -8.22%+2.6pp | -4.63%-1.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,183 | $3,924+6.6% | $2,625+59.4% | $4,779-12.5% |
| Participant deferral / active EE | $6,734 | $4,315+56.1% | $3,311+103.4% | $5,609+20.1% |
| Admin fee / account holder | $282 | $9,240-96.9% | $5,131-94.5% | $10,827-97.4% |