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 | $76,239 | $167,307-54.4% | $143,757-47.0% | $134,475-43.3% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -14.33% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,609 | $5,619-71.4% | $4,951-67.5% | $4,740-66.1% |
| Participant deferral / active EE | $2,777 | $6,446-56.9% | $5,637-50.7% | $6,400-56.6% |
| Admin fee / account holder | $125 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |