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 | $86,852 | $138,044-37.1% | $125,339-30.7% | $134,475-35.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.83% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,848 | $5,243-45.7% | $4,814-40.8% | $4,740-39.9% |
| Participant deferral / active EE | $6,368 | $7,799-18.3% | $7,446-14.5% | $6,400-0.5% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |