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 | $95,148 | $87,540+8.7% | $75,781+25.6% | $125,391-24.1% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.21% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,198 | $3,930-44.1% | $3,323-33.8% | $4,866-54.8% |
| Participant deferral / active EE | $5,222 | $4,229+23.5% | $3,651+43.0% | $5,352-2.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |