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 | $145,629 | $180,449-19.3% | $154,107-5.5% | $135,375+7.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -4.03% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,341 | $6,035-28.1% | $5,298-18.0% | $4,779-9.2% |
| Participant deferral / active EE | $2,404 | $5,806-58.6% | $5,081-52.7% | $5,609-57.1% |
| Admin fee / account holder | $35 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |