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 | $199,112 | $142,344+39.9% | $119,609+66.5% | $134,475+48.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.37% | -12.44%+6.1pp | -14.97%+8.6pp | 417.96%-424.3pp |
| Employer contribution / active EE | $2,457 | $5,222-53.0% | $4,232-41.9% | $4,740-48.2% |
| Participant deferral / active EE | $13,038 | $6,469+101.5% | $5,602+132.7% | $6,400+103.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |