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 | $78,770 | $57,354+37.3% | $83,848-6.1% | $64,186+22.7% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -7.75% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,440 | $2,545-4.1% | $3,631-32.8% | $2,381+2.5% |
| Participant deferral / active EE | $3,847 | $2,993+28.5% | $4,082-5.8% | $3,470+10.9% |
| Admin fee / account holder | $182 | $4,046-95.5% | $5,478-96.7% | $4,888-96.3% |