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 | $84,359 | $95,862-12.0% | $79,550+6.0% | $134,475-37.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.26% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,642 | $3,128-47.5% | $2,413-32.0% | $4,740-65.4% |
| Participant deferral / active EE | $3,967 | $4,693-15.5% | $3,985-0.5% | $6,400-38.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |