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 | $96,279 | $127,386-24.4% | $115,037-16.3% | $125,391-23.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $8,975 | $5,166+73.7% | $4,608+94.8% | $4,866+84.4% |
| Participant deferral / active EE | $9,987 | $6,423+55.5% | $6,026+65.7% | $5,352+86.6% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |