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 | $147,601 | $95,193+55.1% | $76,523+92.9% | $135,375+9.0% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -7.12% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,205 | $3,302+87.9% | $2,647+134.4% | $4,779+29.8% |
| Participant deferral / active EE | $5,514 | $4,639+18.9% | $3,835+43.8% | $5,609-1.7% |
| Admin fee / account holder | $69 | $6,249-98.9% | $4,848-98.6% | $10,827-99.4% |