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 3-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 | $48,858 | $73,867-33.9% | $143,757-66.0% | $68,494-28.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.71% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,405 | $3,184-24.5% | $4,951-51.4% | $2,596-7.4% |
| Participant deferral / active EE | $3,750 | $3,384+10.8% | $5,637-33.5% | $4,027-6.9% |
| Admin fee / account holder | $252 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |