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 | $84,172 | $135,635-37.9% | $110,238-23.6% | $135,375-37.8% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -7.30% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,654 | $4,906-66.3% | $3,826-56.8% | $4,779-65.4% |
| Participant deferral / active EE | $4,823 | $5,506-12.4% | $4,672+3.2% | $5,609-14.0% |
| Admin fee / account holder | $4 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |