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 | $130,988 | $180,449-27.4% | $154,107-15.0% | $135,375-3.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.26% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $12,499 | $6,035+107.1% | $5,298+135.9% | $4,779+161.6% |
| Participant deferral / active EE | $8,725 | $5,806+50.3% | $5,081+71.7% | $5,609+55.6% |
| Admin fee / account holder | $244 | $16,143-98.5% | $13,411-98.2% | $10,827-97.7% |