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 | $32,684 | $42,894-23.8% | $60,874-46.3% | $68,494-52.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.24% | -13.98%-0.3pp | 16.90%-31.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $586 | $1,978-70.4% | $2,701-78.3% | $2,596-77.4% |
| Participant deferral / active EE | $3,261 | $2,867+13.8% | $3,817-14.6% | $4,027-19.0% |
| Admin fee / account holder | $4 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |