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 | $186,489 | $135,635+37.5% | $110,238+69.2% | $135,375+37.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.45% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,237 | $4,906-54.4% | $3,826-41.5% | $4,779-53.2% |
| Participant deferral / active EE | $9,648 | $5,506+75.2% | $4,672+106.5% | $5,609+72.0% |
| Admin fee / account holder | $60 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |