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 | $199,290 | $97,044+105.4% | $83,333+139.1% | $135,375+47.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.51% | 12.31%-21.8pp | 10.63%-20.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,613 | $4,143-36.9% | $3,379-22.7% | $4,779-45.3% |
| Participant deferral / active EE | $11,228 | $5,964+88.2% | $5,565+101.8% | $5,609+100.2% |
| Admin fee / account holder | $82 | $8,380-99.0% | $7,510-98.9% | $10,827-99.2% |