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 5-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 | $118,317 | $95,862+23.4% | $79,550+48.7% | $134,475-12.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.22% | -2.69%-17.5pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,084 | $3,128-65.3% | $2,413-55.1% | $4,740-77.1% |
| Participant deferral / active EE | $9,139 | $4,693+94.7% | $3,985+129.3% | $6,400+42.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |