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 | $74,700 | $82,664-9.6% | $125,339-40.4% | $68,494+9.1% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.22% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,200 | $3,381-5.4% | $4,814-33.5% | $2,596+23.3% |
| Participant deferral / active EE | $3,368 | $6,110-44.9% | $7,446-54.8% | $4,027-16.4% |
| Admin fee / account holder | $246 | $6,275-96.1% | $10,010-97.5% | $5,403-95.4% |