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 | $140,121 | $95,862+46.2% | $79,550+76.1% | $134,475+4.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.39% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,444 | $3,128-53.8% | $2,413-40.2% | $4,740-69.5% |
| Participant deferral / active EE | $5,394 | $4,693+14.9% | $3,985+35.4% | $6,400-15.7% |
| Admin fee / account holder | $24 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |