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 | $141,961 | $133,958+6.0% | $112,228+26.5% | $134,475+5.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.37% | 47.11%-48.5pp | 27.45%-28.8pp | 417.96%-419.3pp |
| Employer contribution / active EE | $8,439 | $4,038+109.0% | $3,635+132.2% | $4,740+78.1% |
| Participant deferral / active EE | $8,233 | $5,291+55.6% | $4,728+74.1% | $6,400+28.6% |
| Admin fee / account holder | $265 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |