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 | $89,525 | $138,065-35.2% | $123,544-27.5% | $135,375-33.9% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -8.97% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,084 | $5,151-59.5% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $5,711 | $6,799-16.0% | $6,426-11.1% | $5,609+1.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |