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 | $149,198 | $100,754+48.1% | $86,677+72.1% | $134,475+10.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.37% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,456 | $3,489-58.3% | $2,836-48.7% | $4,740-69.3% |
| Participant deferral / active EE | $3,640 | $5,338-31.8% | $4,656-21.8% | $6,400-43.1% |
| Admin fee / account holder | $249 | $10,926-97.7% | $7,493-96.7% | $11,426-97.8% |