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 | $125,465 | $127,386-1.5% | $115,037+9.1% | $125,391+0.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.14% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $10,665 | $5,166+106.5% | $4,608+131.5% | $4,866+119.2% |
| Participant deferral / active EE | $6,599 | $6,423+2.7% | $6,026+9.5% | $5,352+23.3% |
| Admin fee / account holder | $39 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |