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 | $114,549 | $69,518+64.8% | $59,878+91.3% | $135,375-15.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -6.64% | 7.94%-14.6pp | 3.46%-10.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,633 | $3,235-18.6% | $2,722-3.3% | $4,779-44.9% |
| Participant deferral / active EE | $2,309 | $4,206-45.1% | $3,402-32.1% | $5,609-58.8% |
| Admin fee / account holder | $65 | $5,734-98.9% | $3,590-98.2% | $10,827-99.4% |