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 | $181,250 | $97,757+85.4% | $83,848+116.2% | $135,375+33.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.94% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,569 | $4,222-39.1% | $3,631-29.2% | $4,779-46.2% |
| Participant deferral / active EE | $5,952 | $4,682+27.1% | $4,082+45.8% | $5,609+6.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |