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 | $95,622 | $138,065-30.7% | $123,544-22.6% | $135,375-29.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -2.46% | 153.68%-156.1pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $5,703 | $5,151+10.7% | $4,628+23.2% | $4,779+19.3% |
| Participant deferral / active EE | $6,541 | $6,799-3.8% | $6,426+1.8% | $5,609+16.6% |
| Admin fee / account holder | $252 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |