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 | $104,551 | $127,386-17.9% | $115,037-9.1% | $125,391-16.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $13,311 | $5,166+157.7% | $4,608+188.9% | $4,866+173.5% |
| Participant deferral / active EE | $14,037 | $6,423+118.5% | $6,026+132.9% | $5,352+162.3% |
| Admin fee / account holder | $46 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |