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 | $175,531 | $152,509+15.1% | $117,472+49.4% | $134,475+30.5% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -16.04% | 52.99%-69.0pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,663 | $5,571-52.2% | $4,176-36.2% | $4,740-43.8% |
| Participant deferral / active EE | $6,783 | $4,818+40.8% | $4,070+66.6% | $6,400+6.0% |
| Admin fee / account holder | $17 | $7,004-99.8% | $5,645-99.7% | $11,426-99.8% |