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 | $36,864 | $64,707-43.0% | $112,228-67.2% | $68,494-46.2% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,425 | $2,746-48.1% | $3,635-60.8% | $2,596-45.1% |
| Participant deferral / active EE | $2,405 | $3,565-32.5% | $4,728-49.1% | $4,027-40.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |