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 | $78,969 | $140,588-43.8% | $123,104-35.9% | $125,391-37.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.51% | 16.80%-17.3pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,871 | $6,041-35.9% | $5,151-24.8% | $4,866-20.4% |
| Participant deferral / active EE | $7,676 | $6,980+10.0% | $6,230+23.2% | $5,352+43.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |