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 | $75,965 | $49,177+54.5% | $79,464-4.4% | $64,186+18.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.28% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,382 | $2,076-33.4% | $2,800-50.6% | $2,381-41.9% |
| Participant deferral / active EE | $3,318 | $2,821+17.6% | $3,704-10.4% | $3,470-4.4% |
| Admin fee / account holder | $299 | $3,839-92.2% | $5,113-94.1% | $4,888-93.9% |