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 | $103,571 | $138,044-25.0% | $125,339-17.4% | $134,475-23.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.41% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,382 | $5,243-54.6% | $4,814-50.5% | $4,740-49.8% |
| Participant deferral / active EE | $5,744 | $7,799-26.4% | $7,446-22.9% | $6,400-10.3% |
| Admin fee / account holder | $11 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |