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 | $57,934 | $160,055-63.8% | $140,016-58.6% | $135,375-57.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -6.34% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $8,975 | $6,420+39.8% | $5,606+60.1% | $4,779+87.8% |
| Participant deferral / active EE | $9,486 | $7,642+24.1% | $6,927+36.9% | $5,609+69.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |