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 | $91,727 | $71,883+27.6% | $86,677+5.8% | $68,494+33.9% |
| Participation rate | 73.3% | 72.2%+1.0pp | 76.6%-3.3pp | 67.9%+5.4pp |
| Annual return | -16.65% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,114 | $2,173+43.3% | $2,836+9.8% | $2,596+19.9% |
| Participant deferral / active EE | $5,204 | $3,779+37.7% | $4,656+11.8% | $4,027+29.2% |
| Admin fee / account holder | $103 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |