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 | $112,297 | $133,958-16.2% | $112,228+0.1% | $134,475-16.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.64% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $22,970 | $4,038+468.8% | $3,635+532.0% | $4,740+384.6% |
| Participant deferral / active EE | $1,467 | $5,291-72.3% | $4,728-69.0% | $6,400-77.1% |
| Admin fee / account holder | $257 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |