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 | $212,725 | $92,222+130.7% | $76,768+177.1% | $135,375+57.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.62% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,623 | $3,216-18.4% | $2,485+5.5% | $4,779-45.1% |
| Participant deferral / active EE | $2,381 | $4,509-47.2% | $3,852-38.2% | $5,609-57.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |