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 | $146,733 | $133,958+9.5% | $112,228+30.7% | $134,475+9.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.95% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,422 | $4,038-40.0% | $3,635-33.4% | $4,740-48.9% |
| Participant deferral / active EE | $4,478 | $5,291-15.4% | $4,728-5.3% | $6,400-30.0% |
| Admin fee / account holder | $63 | $7,489-99.2% | $6,410-99.0% | $11,426-99.4% |