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 | $73,963 | $57,354+29.0% | $83,848-11.8% | $64,186+15.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.94% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,362 | $2,545+32.1% | $3,631-7.4% | $2,381+41.2% |
| Participant deferral / active EE | $5,861 | $2,993+95.8% | $4,082+43.6% | $3,470+68.9% |
| Admin fee / account holder | $60 | $4,046-98.5% | $5,478-98.9% | $4,888-98.8% |