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 9-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 | $79,424 | $167,484-52.6% | $151,611-47.6% | $134,475-40.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -20.22% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $9,353 | $6,829+37.0% | $6,166+51.7% | $4,740+97.3% |
| Participant deferral / active EE | $5,726 | $8,986-36.3% | $8,363-31.5% | $6,400-10.5% |
| Admin fee / account holder | $242 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |