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 | $165,050 | $127,386+29.6% | $115,037+43.5% | $125,391+31.6% |
| Participation rate | 86.4% | 84.2%+2.2pp | 81.4%+5.0pp | 83.2%+3.2pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,463 | $5,166-52.3% | $4,608-46.6% | $4,866-49.4% |
| Participant deferral / active EE | $6,642 | $6,423+3.4% | $6,026+10.2% | $5,352+24.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |