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 | $81,361 | $50,958+59.7% | $74,550+9.1% | $64,186+26.8% |
| Participation rate | 74.2% | 61.1%+13.1pp | 69.1%+5.0pp | 69.6%+4.6pp |
| Annual return | -6.30% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,665 | $1,115+49.3% | $1,961-15.1% | $2,381-30.0% |
| Participant deferral / active EE | $2,926 | $2,301+27.2% | $3,108-5.8% | $3,470-15.7% |
| Admin fee / account holder | $293 | $4,223-93.1% | $5,060-94.2% | $4,888-94.0% |