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 7-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 | $122,652 | $105,860+15.9% | $90,749+35.2% | $134,475-8.8% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -17.00% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,147 | $3,462+19.8% | $2,921+42.0% | $4,740-12.5% |
| Participant deferral / active EE | $10,884 | $5,216+108.7% | $4,564+138.5% | $6,400+70.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |