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 | $90,992 | $84,695+7.4% | $73,843+23.2% | $125,391-27.4% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -1.34% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,174 | $3,123-30.4% | $2,787-22.0% | $4,866-55.3% |
| Participant deferral / active EE | $10,420 | $3,992+161.0% | $3,583+190.8% | $5,352+94.7% |
| Admin fee / account holder | $17 | $5,691-99.7% | $4,880-99.6% | $9,540-99.8% |