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 | $165,451 | $82,630+100.2% | $64,105+158.1% | $125,391+31.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.54% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $6,250 | $2,671+134.0% | $1,820+243.4% | $4,866+28.4% |
| Participant deferral / active EE | $1,300 | $3,608-64.0% | $2,822-53.9% | $5,352-75.7% |
| Admin fee / account holder | $6 | $6,382-99.9% | $4,499-99.9% | $9,540-99.9% |