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 6-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 | $204,383 | $140,588+45.4% | $123,104+66.0% | $125,391+63.0% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -2.14% | 16.80%-18.9pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $23,355 | $6,041+286.6% | $5,151+353.4% | $4,866+380.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $74 | $11,198-99.3% | $9,015-99.2% | $9,540-99.2% |