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 | $131,689 | $117,690+11.9% | $71,735+83.6% | $134,475-2.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.29% | 25.44%-42.7pp | 9.14%-26.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,588 | $2,525-37.1% | $1,704-6.8% | $4,740-66.5% |
| Participant deferral / active EE | $3,867 | $3,759+2.9% | $2,658+45.5% | $6,400-39.6% |
| Admin fee / account holder | $40 | $6,379-99.4% | $3,974-99.0% | $11,426-99.6% |