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 7-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 | $69,243 | $138,044-49.8% | $125,339-44.8% | $134,475-48.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.96% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,033 | $5,243-80.3% | $4,814-78.5% | $4,740-78.2% |
| Participant deferral / active EE | $5,990 | $7,799-23.2% | $7,446-19.6% | $6,400-6.4% |
| Admin fee / account holder | $148 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |