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 | $240,943 | $127,386+89.1% | $115,037+109.4% | $125,391+92.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $12,917 | $5,166+150.0% | $4,608+180.3% | $4,866+165.4% |
| Participant deferral / active EE | $9,356 | $6,423+45.7% | $6,026+55.2% | $5,352+74.8% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |