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 | $58,314 | $138,065-57.8% | $123,544-52.8% | $135,375-56.9% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,773 | $5,151-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $3,011 | $6,799-55.7% | $6,426-53.1% | $5,609-46.3% |
| Admin fee / account holder | $123 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |