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 9-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 | $91,922 | $105,860-13.2% | $90,749+1.3% | $134,475-31.6% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -12.49% | -11.01%-1.5pp | -12.16%-0.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,438 | $3,462-58.5% | $2,921-50.8% | $4,740-69.7% |
| Participant deferral / active EE | $2,646 | $5,216-49.3% | $4,564-42.0% | $6,400-58.7% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |