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 | $138,805 | $83,908+65.4% | $68,509+102.6% | $125,391+10.7% |
| Participation rate | 70.0% | 78.2%-8.2pp | 74.7%-4.7pp | 83.2%-13.2pp |
| Annual return | -0.51% | 14.48%-15.0pp | 8.27%-8.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $420 | $3,031-86.1% | $2,278-81.6% | $4,866-91.4% |
| Participant deferral / active EE | $5,664 | $4,125+37.3% | $3,382+67.4% | $5,352+5.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |