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 | $98,976 | $133,958-26.1% | $112,228-11.8% | $134,475-26.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.45% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,130 | $4,038-47.3% | $3,635-41.4% | $4,740-55.1% |
| Participant deferral / active EE | $10,148 | $5,291+91.8% | $4,728+114.6% | $6,400+58.6% |
| Admin fee / account holder | $47 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |