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 | $131,341 | $133,958-2.0% | $112,228+17.0% | $134,475-2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.03% | 47.11%-59.1pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,728 | $4,038+66.6% | $3,635+85.1% | $4,740+41.9% |
| Participant deferral / active EE | $9,578 | $5,291+81.0% | $4,728+102.6% | $6,400+49.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |