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 | $121,723 | $95,193+27.9% | $76,523+59.1% | $135,375-10.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -7.02% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,578 | $3,302+8.3% | $2,647+35.1% | $4,779-25.1% |
| Participant deferral / active EE | $7,659 | $4,639+65.1% | $3,835+99.7% | $5,609+36.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |