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 | $109,559 | $107,791+1.6% | $90,645+20.9% | $135,375-19.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.47% | -0.90%-6.6pp | 1.88%-9.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,115 | $3,018-29.9% | $2,532-16.5% | $4,779-55.8% |
| Participant deferral / active EE | $6,377 | $3,872+64.7% | $3,425+86.2% | $5,609+13.7% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |