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 | $109,116 | $90,590+20.5% | $90,782+20.2% | $135,375-19.4% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.7%+7.3pp | 82.6%+7.4pp |
| Annual return | -5.02% | -3.40%-1.6pp | -3.42%-1.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,977 | $4,352+14.3% | $4,105+21.2% | $4,779+4.1% |
| Participant deferral / active EE | $9,433 | $5,407+74.5% | $5,366+75.8% | $5,609+68.2% |
| Admin fee / account holder | $76 | $7,683-99.0% | $5,908-98.7% | $10,827-99.3% |