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 | $123,793 | $167,484-26.1% | $151,611-18.3% | $134,475-7.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.82% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,538 | $6,829-62.8% | $6,166-58.8% | $4,740-46.5% |
| Participant deferral / active EE | $6,917 | $8,986-23.0% | $8,363-17.3% | $6,400+8.1% |
| Admin fee / account holder | $244 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |