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 | $76,468 | $71,883+6.4% | $86,677-11.8% | $68,494+11.6% |
| Participation rate | 75.7% | 72.2%+3.4pp | 76.6%-0.9pp | 67.9%+7.8pp |
| Annual return | -14.83% | 3.52%-18.4pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,806 | $2,173-16.9% | $2,836-36.3% | $2,596-30.5% |
| Participant deferral / active EE | $3,611 | $3,779-4.4% | $4,656-22.4% | $4,027-10.3% |
| Admin fee / account holder | $178 | $6,112-97.1% | $7,493-97.6% | $5,403-96.7% |