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 | $58,400 | $180,449-67.6% | $154,107-62.1% | $135,375-56.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.49% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,573 | $6,035-7.7% | $5,298+5.2% | $4,779+16.6% |
| Participant deferral / active EE | $4,753 | $5,806-18.1% | $5,081-6.5% | $5,609-15.3% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |