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 | $232,739 | $95,971+142.5% | $74,550+212.2% | $135,375+71.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.09% | 56.96%-56.9pp | 32.53%-32.4pp | 519.73%-519.6pp |
| Employer contribution / active EE | $16,400 | $2,716+503.8% | $1,961+736.3% | $4,779+243.2% |
| Participant deferral / active EE | $11,109 | $3,843+189.0% | $3,108+257.4% | $5,609+98.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |