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 | $244,346 | $167,307+46.0% | $143,757+70.0% | $134,475+81.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.42% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $4,851 | $5,619-13.7% | $4,951-2.0% | $4,740+2.4% |
| Participant deferral / active EE | $7,806 | $6,446+21.1% | $5,637+38.5% | $6,400+22.0% |
| Admin fee / account holder | $156 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |