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 | $45,064 | $54,229-16.9% | $70,092-35.7% | $68,494-34.2% |
| Participation rate | 92.0% | 64.5%+27.5pp | 70.5%+21.5pp | 67.9%+24.1pp |
| Annual return | -16.24% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,679 | $2,018+32.8% | $2,559+4.7% | $2,596+3.2% |
| Participant deferral / active EE | $6,672 | $2,956+125.7% | $3,849+73.4% | $4,027+65.7% |
| Admin fee / account holder | $44 | $4,694-99.1% | $6,267-99.3% | $5,403-99.2% |