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 | $85,282 | $138,044-38.2% | $125,339-32.0% | $134,475-36.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.79% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $13,953 | $5,243+166.1% | $4,814+189.9% | $4,740+194.4% |
| Participant deferral / active EE | $6,958 | $7,799-10.8% | $7,446-6.6% | $6,400+8.7% |
| Admin fee / account holder | $161 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |