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 | $100,278 | $95,971+4.5% | $74,550+34.5% | $135,375-25.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.20% | 56.96%-64.2pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,872 | $2,716+5.7% | $1,961+46.5% | $4,779-39.9% |
| Participant deferral / active EE | $4,707 | $3,843+22.5% | $3,108+51.5% | $5,609-16.1% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |