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 | $137,112 | $92,222+48.7% | $76,768+78.6% | $135,375+1.3% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | -6.83% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,258 | $3,216-60.9% | $2,485-49.4% | $4,779-73.7% |
| Participant deferral / active EE | $3,755 | $4,509-16.7% | $3,852-2.5% | $5,609-33.1% |
| Admin fee / account holder | $159 | $10,748-98.5% | $6,675-97.6% | $10,827-98.5% |