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 | $87,253 | $92,222-5.4% | $76,768+13.7% | $135,375-35.5% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -5.86% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,006 | $3,216-68.7% | $2,485-59.5% | $4,779-79.0% |
| Participant deferral / active EE | $3,155 | $4,509-30.0% | $3,852-18.1% | $5,609-43.8% |
| Admin fee / account holder | $71 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |