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 | $88,368 | $90,519-2.4% | $93,789-5.8% | $134,475-34.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.87% | -15.72%-1.2pp | -11.33%-5.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,248 | $5,978+38.0% | $6,094+35.3% | $6,400+28.9% |
| Admin fee / account holder | $263 | $9,252-97.2% | $7,195-96.3% | $11,426-97.7% |