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 | $114,059 | $100,754+13.2% | $86,677+31.6% | $134,475-15.2% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -16.74% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $8,011 | $3,489+129.6% | $2,836+182.4% | $4,740+69.0% |
| Participant deferral / active EE | $6,405 | $5,338+20.0% | $4,656+37.6% | $6,400+0.1% |
| Admin fee / account holder | $2 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |