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 | $173,840 | $82,664+110.3% | $125,339+38.7% | $68,494+153.8% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -10.60% | -5.97%-4.6pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $4,443 | $3,381+31.4% | $4,814-7.7% | $2,596+71.1% |
| Participant deferral / active EE | $6,447 | $6,110+5.5% | $7,446-13.4% | $4,027+60.1% |
| Admin fee / account holder | $118 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |