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 | $161,982 | $93,024+74.1% | $77,024+110.3% | $134,475+20.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -15.07% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,860 | $3,418-45.6% | $2,812-33.9% | $4,740-60.8% |
| Participant deferral / active EE | $8,658 | $5,238+65.3% | $4,426+95.6% | $6,400+35.3% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |