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 | $76,726 | $82,286-6.8% | $68,791+11.5% | $134,475-42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.38% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,963 | $3,301-10.2% | $2,655+11.6% | $4,740-37.5% |
| Participant deferral / active EE | $7,437 | $4,739+57.0% | $3,941+88.7% | $6,400+16.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |