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 | $119,688 | $90,600+32.1% | $79,464+50.6% | $135,375-11.6% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -6.34% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,330 | $3,068-56.6% | $2,800-52.5% | $4,779-72.2% |
| Participant deferral / active EE | $6,696 | $4,050+65.3% | $3,704+80.8% | $5,609+19.4% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |