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 | $110,201 | $167,484-34.2% | $151,611-27.3% | $134,475-18.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -20.02% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $8,592 | $6,829+25.8% | $6,166+39.4% | $4,740+81.3% |
| Participant deferral / active EE | $7,472 | $8,986-16.8% | $8,363-10.7% | $6,400+16.8% |
| Admin fee / account holder | $250 | $13,783-98.2% | $11,616-97.8% | $11,426-97.8% |