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 8-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 | $24,895 | $142,344-82.5% | $119,609-79.2% | $134,475-81.5% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -19.66% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,433 | $5,222-53.4% | $4,232-42.5% | $4,740-48.7% |
| Participant deferral / active EE | $4,593 | $6,469-29.0% | $5,602-18.0% | $6,400-28.2% |
| Admin fee / account holder | $263 | $13,584-98.1% | $10,323-97.5% | $11,426-97.7% |