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 | $194,400 | $138,044+40.8% | $125,339+55.1% | $134,475+44.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.01% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,807 | $5,243-65.5% | $4,814-62.5% | $4,740-61.9% |
| Participant deferral / active EE | $16,802 | $7,799+115.4% | $7,446+125.6% | $6,400+162.5% |
| Admin fee / account holder | $153 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |