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 | $99,813 | $167,307-40.3% | $143,757-30.6% | $134,475-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,003 | $5,619-28.8% | $4,951-19.1% | $4,740-15.5% |
| Participant deferral / active EE | $4,878 | $6,446-24.3% | $5,637-13.5% | $6,400-23.8% |
| Admin fee / account holder | $182 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |