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 | $118,745 | $138,065-14.0% | $123,544-3.9% | $135,375-12.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,519 | $5,151-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $10,564 | $6,799+55.4% | $6,426+64.4% | $5,609+88.4% |
| Admin fee / account holder | $256 | $10,916-97.7% | $9,284-97.2% | $10,827-97.6% |