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 | $115,009 | $59,805+92.3% | $79,550+44.6% | $68,494+67.9% |
| Participation rate | 73.5% | 61.1%+12.5pp | 69.5%+4.0pp | 67.9%+5.6pp |
| Annual return | -16.82% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,429 | $1,505+61.4% | $2,413+0.7% | $2,596-6.4% |
| Participant deferral / active EE | $4,152 | $3,024+37.3% | $3,985+4.2% | $4,027+3.1% |
| Admin fee / account holder | $290 | $4,835-94.0% | $6,832-95.7% | $5,403-94.6% |