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 | $88,446 | $131,829-32.9% | $108,579-18.5% | $273,961-67.7% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 6.81% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,168 | $4,912-35.5% | $3,758-15.7% | $4,869-34.9% |
| Participant deferral / active EE | $8,800 | $5,127+71.6% | $4,311+104.1% | $5,287+66.4% |
| Admin fee / account holder | $65 | $10,252-99.4% | $7,645-99.1% | $10,132-99.4% |