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 | $130,636 | $133,958-2.5% | $112,228+16.4% | $134,475-2.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.81% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,683 | $4,038-8.8% | $3,635+1.3% | $4,740-22.3% |
| Participant deferral / active EE | $4,901 | $5,291-7.4% | $4,728+3.7% | $6,400-23.4% |
| Admin fee / account holder | $207 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |