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 | $65,908 | $97,757-32.6% | $83,848-21.4% | $135,375-51.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -5.78% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,472 | $4,222-65.1% | $3,631-59.5% | $4,779-69.2% |
| Participant deferral / active EE | $4,148 | $4,682-11.4% | $4,082+1.6% | $5,609-26.0% |
| Admin fee / account holder | $272 | $6,674-95.9% | $5,478-95.0% | $10,827-97.5% |