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 | $120,491 | $97,757+23.3% | $83,848+43.7% | $135,375-11.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.55% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,608 | $4,222-61.9% | $3,631-55.7% | $4,779-66.3% |
| Participant deferral / active EE | $8,148 | $4,682+74.0% | $4,082+99.6% | $5,609+45.3% |
| Admin fee / account holder | $69 | $6,674-99.0% | $5,478-98.7% | $10,827-99.4% |