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 | $132,204 | $52,836+150.2% | $105,738+25.0% | $64,186+106.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -6.02% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,878 | $1,827+221.7% | $3,268+79.8% | $2,381+146.9% |
| Participant deferral / active EE | $4,945 | $2,545+94.2% | $4,080+21.2% | $3,470+42.5% |
| Admin fee / account holder | $24 | $3,959-99.4% | $6,913-99.7% | $4,888-99.5% |