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 | $141,084 | $167,307-15.7% | $143,757-1.9% | $134,475+4.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.68% | 0.46%-3.1pp | -0.04%-2.6pp | 417.96%-420.6pp |
| Employer contribution / active EE | $7,421 | $5,619+32.1% | $4,951+49.9% | $4,740+56.6% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | -$75 | $18,088-100.4% | $14,673-100.5% | $11,426-100.7% |