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 | $144,397 | $211,958-31.9% | $169,463-14.8% | $135,375+6.7% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.42% | 3.26%-9.7pp | 1.83%-8.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $641 | $5,120-87.5% | $4,159-84.6% | $4,779-86.6% |
| Participant deferral / active EE | $7,008 | $6,075+15.4% | $5,277+32.8% | $5,609+24.9% |
| Admin fee / account holder | $78 | $11,471-99.3% | $9,109-99.1% | $10,827-99.3% |