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 | $160,792 | $95,862+67.7% | $79,550+102.1% | $134,475+19.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.38% | -2.69%-2.7pp | 0.16%-5.5pp | 417.96%-423.3pp |
| Employer contribution / active EE | $2,930 | $3,128-6.3% | $2,413+21.4% | $4,740-38.2% |
| Participant deferral / active EE | $5,429 | $4,693+15.7% | $3,985+36.2% | $6,400-15.2% |
| Admin fee / account holder | $38 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |