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 | $171,778 | $147,167+16.7% | $111,392+54.2% | $135,375+26.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.71% | -4.44%-3.3pp | -2.06%-5.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $17,251 | $5,204+231.5% | $4,328+298.6% | $4,779+261.0% |
| Participant deferral / active EE | $11,597 | $6,565+76.7% | $5,567+108.3% | $5,609+106.8% |
| Admin fee / account holder | $51 | $20,270-99.8% | $12,266-99.6% | $10,827-99.5% |