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 | $19,150 | $87,540-78.1% | $75,781-74.7% | $125,391-84.7% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.59% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,514 | $3,930-61.5% | $3,323-54.4% | $4,866-68.9% |
| Participant deferral / active EE | $2,169 | $4,229-48.7% | $3,651-40.6% | $5,352-59.5% |
| Admin fee / account holder | $90 | $6,502-98.6% | $5,299-98.3% | $9,540-99.1% |