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 | $103,029 | $102,828+0.2% | $105,387-2.2% | $152,861-32.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.16% | 20.85%-6.7pp | 26.82%-12.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $4,640 | $4,473+3.8% | $4,213+10.1% | $4,762-2.6% |
| Participant deferral / active EE | $3,351 | $5,465-38.7% | $5,502-39.1% | $5,850-42.7% |
| Admin fee / account holder | -$4 | $8,683-100.0% | $6,559-100.1% | $11,596-100.0% |