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 | $92,348 | $105,998-12.9% | $92,233+0.1% | $147,584-37.4% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 16.45% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,145 | $4,333-27.4% | $3,679-14.5% | $4,876-35.5% |
| Participant deferral / active EE | $2,429 | $4,478-45.8% | $3,897-37.7% | $5,439-55.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |