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 | $82,634 | $168,632-51.0% | $147,614-44.0% | $125,391-34.1% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -0.36% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,873 | $6,252-70.0% | $5,564-66.3% | $4,866-61.5% |
| Participant deferral / active EE | $8,157 | $5,507+48.1% | $4,895+66.6% | $5,352+52.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |