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 | $35,929 | $106,543-66.3% | $91,220-60.6% | $134,475-73.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.30% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,583 | $3,331+7.6% | $2,850+25.7% | $4,740-24.4% |
| Participant deferral / active EE | $14,475 | $4,719+206.7% | $4,234+241.9% | $6,400+126.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |