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 | $142,099 | $92,703+53.3% | $82,719+71.8% | $134,475+5.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -20.97% | 944.92%-965.9pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,648 | $3,274-19.1% | $3,009-12.0% | $4,740-44.1% |
| Participant deferral / active EE | $8,466 | $4,802+76.3% | $4,395+92.6% | $6,400+32.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |