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 | $90,108 | $180,449-50.1% | $154,107-41.5% | $135,375-33.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.69% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,463 | $6,035-59.2% | $5,298-53.5% | $4,779-48.5% |
| Participant deferral / active EE | $3,985 | $5,806-31.4% | $5,081-21.6% | $5,609-29.0% |
| Admin fee / account holder | $273 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |