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 | $124,735 | $99,640+25.2% | $86,436+44.3% | $134,475-7.2% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -14.20% | 6782.58%-6796.8pp | 4394.89%-4409.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,907 | $4,400-33.9% | $3,769-22.9% | $4,740-38.7% |
| Participant deferral / active EE | $5,818 | $7,246-19.7% | $6,952-16.3% | $6,400-9.1% |
| Admin fee / account holder | $56 | $8,371-99.3% | $6,731-99.2% | $11,426-99.5% |