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 | $199,290 | $142,344+40.0% | $119,609+66.6% | $134,475+48.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.00% | -12.44%-2.6pp | -14.97%0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,062 | $5,222-22.2% | $4,232-4.0% | $4,740-14.3% |
| Participant deferral / active EE | $10,531 | $6,469+62.8% | $5,602+88.0% | $6,400+64.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |