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 | $142,697 | $167,484-14.8% | $151,611-5.9% | $134,475+6.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.98% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,462 | $6,829-63.9% | $6,166-60.1% | $4,740-48.1% |
| Participant deferral / active EE | $7,588 | $8,986-15.6% | $8,363-9.3% | $6,400+18.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |