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 | $136,258 | $142,344-4.3% | $119,609+13.9% | $134,475+1.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.74% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,415 | $5,222-53.8% | $4,232-42.9% | $4,740-49.1% |
| Participant deferral / active EE | $9,501 | $6,469+46.9% | $5,602+69.6% | $6,400+48.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |