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 9-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 | $69,629 | $167,307-58.4% | $143,757-51.6% | $134,475-48.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.13% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,142 | $5,619-44.1% | $4,951-36.5% | $4,740-33.7% |
| Participant deferral / active EE | $3,650 | $6,446-43.4% | $5,637-35.2% | $6,400-43.0% |
| Admin fee / account holder | $290 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |