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 | $110,266 | $97,044+13.6% | $83,333+32.3% | $135,375-18.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 12.31%-18.8pp | 10.63%-17.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,546 | $4,143-62.7% | $3,379-54.2% | $4,779-67.7% |
| Participant deferral / active EE | $6,618 | $5,964+11.0% | $5,565+18.9% | $5,609+18.0% |
| Admin fee / account holder | $237 | $8,380-97.2% | $7,510-96.8% | $10,827-97.8% |