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 | $239,901 | $93,024+157.9% | $77,024+211.5% | $134,475+78.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -19.46% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,311 | $3,418-3.1% | $2,812+17.8% | $4,740-30.1% |
| Participant deferral / active EE | $6,020 | $5,238+14.9% | $4,426+36.0% | $6,400-5.9% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |