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 | $150,228 | $133,958+12.1% | $112,228+33.9% | $134,475+11.7% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -17.57% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,153 | $4,038+101.9% | $3,635+124.3% | $4,740+72.0% |
| Participant deferral / active EE | $12,081 | $5,291+128.3% | $4,728+155.5% | $6,400+88.8% |
| Admin fee / account holder | $22 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |