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 | $128,678 | $190,805-32.6% | $159,960-19.6% | $134,475-4.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -14.77% | 552.23%-567.0pp | 408.60%-423.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,245 | $4,995+5.0% | $4,226+24.1% | $4,740+10.7% |
| Participant deferral / active EE | $10,150 | $6,923+46.6% | $6,182+64.2% | $6,400+58.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |