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 | $79,294 | $95,971-17.4% | $74,550+6.4% | $135,375-41.4% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -6.72% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,222 | $2,716-55.0% | $1,961-37.7% | $4,779-74.4% |
| Participant deferral / active EE | $3,970 | $3,843+3.3% | $3,108+27.7% | $5,609-29.2% |
| Admin fee / account holder | $122 | $6,522-98.1% | $5,060-97.6% | $10,827-98.9% |