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 6-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 | $125,212 | $167,484-25.2% | $151,611-17.4% | $134,475-6.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.21% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,601 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $6,290 | $8,986-30.0% | $8,363-24.8% | $6,400-1.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |