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 | $83,731 | $168,632-50.3% | $147,614-43.3% | $125,391-33.2% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -2.49% | 77.65%-80.1pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,229 | $6,252-64.3% | $5,564-59.9% | $4,866-54.2% |
| Participant deferral / active EE | $2,235 | $5,507-59.4% | $4,895-54.3% | $5,352-58.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |