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 | $90,825 | $168,632-46.1% | $147,614-38.5% | $125,391-27.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.46% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,325 | $6,252-78.8% | $5,564-76.2% | $4,866-72.8% |
| Participant deferral / active EE | $4,734 | $5,507-14.0% | $4,895-3.3% | $5,352-11.5% |
| Admin fee / account holder | $7 | $13,580-100.0% | $11,611-99.9% | $9,540-99.9% |