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 | $229,536 | $158,817+44.5% | $121,196+89.4% | $135,375+69.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -8.46% | -0.64%-7.8pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,300 | $5,665-24.1% | $4,022+6.9% | $4,779-10.0% |
| Participant deferral / active EE | $15,534 | $4,005+287.9% | $3,344+364.5% | $5,609+177.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |