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 | $78,793 | $138,065-42.9% | $123,544-36.2% | $135,375-41.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.12% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,796 | $5,151-45.7% | $4,628-39.6% | $4,779-41.5% |
| Participant deferral / active EE | $4,783 | $6,799-29.6% | $6,426-25.6% | $5,609-14.7% |
| Admin fee / account holder | -$58 | $10,916-100.5% | $9,284-100.6% | $10,827-100.5% |