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 | $81,412 | $73,867+10.2% | $143,757-43.4% | $68,494+18.9% |
| Participation rate | 83.6% | 66.7%+17.0pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -18.84% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,200 | $3,184+31.9% | $4,951-15.2% | $2,596+61.8% |
| Participant deferral / active EE | $2,620 | $3,384-22.6% | $5,637-53.5% | $4,027-35.0% |
| Admin fee / account holder | $277 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |