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 | $146,858 | $67,331+118.1% | $60,874+141.3% | $134,475+9.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.68% | 49.93%-54.6pp | 16.90%-21.6pp | 417.96%-422.6pp |
| Employer contribution / active EE | $6,099 | $3,096+97.0% | $2,701+125.8% | $4,740+28.7% |
| Participant deferral / active EE | $15,297 | $4,538+237.0% | $3,817+300.8% | $6,400+139.0% |
| Admin fee / account holder | $20 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |