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 | $109,014 | $100,754+8.2% | $86,677+25.8% | $134,475-18.9% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.69% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,234 | $3,489-36.0% | $2,836-21.2% | $4,740-52.9% |
| Participant deferral / active EE | $8,314 | $5,338+55.8% | $4,656+78.6% | $6,400+29.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |