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 | $227,335 | $133,958+69.7% | $112,228+102.6% | $134,475+69.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -14.73% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,375 | $4,038-41.2% | $3,635-34.7% | $4,740-49.9% |
| Participant deferral / active EE | $6,745 | $5,291+27.5% | $4,728+42.7% | $6,400+5.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |