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 | $120,223 | $133,958-10.3% | $112,228+7.1% | $134,475-10.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -7.71% | 47.11%-54.8pp | 27.45%-35.2pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,835 | $4,038-54.6% | $3,635-49.5% | $4,740-61.3% |
| Participant deferral / active EE | $1,837 | $5,291-65.3% | $4,728-61.1% | $6,400-71.3% |
| Admin fee / account holder | $106 | $7,489-98.6% | $6,410-98.3% | $11,426-99.1% |