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 | $117,973 | $95,193+23.9% | $76,523+54.2% | $135,375-12.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -1.96% | 4.85%-6.8pp | -0.27%-1.7pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,015 | $3,302-69.3% | $2,647-61.7% | $4,779-78.8% |
| Participant deferral / active EE | $4,793 | $4,639+3.3% | $3,835+25.0% | $5,609-14.5% |
| Admin fee / account holder | $277 | $6,249-95.6% | $4,848-94.3% | $10,827-97.4% |