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 5-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 | $45,528 | $133,958-66.0% | $112,228-59.4% | $134,475-66.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -12.24% | 47.11%-59.4pp | 27.45%-39.7pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,735 | $4,038-7.5% | $3,635+2.8% | $4,740-21.2% |
| Participant deferral / active EE | $6,416 | $5,291+21.3% | $4,728+35.7% | $6,400+0.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |