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 | $138,197 | $90,600+52.5% | $79,464+73.9% | $135,375+2.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.63% | 977.43%-979.1pp | 718.14%-719.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $5,197 | $3,068+69.4% | $2,800+85.6% | $4,779+8.7% |
| Participant deferral / active EE | $5,700 | $4,050+40.7% | $3,704+53.9% | $5,609+1.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |