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 | $196,828 | $92,703+112.3% | $82,719+137.9% | $134,475+46.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.18% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $19,081 | $3,274+482.8% | $3,009+534.1% | $4,740+302.6% |
| Participant deferral / active EE | $19,428 | $4,802+304.6% | $4,395+342.1% | $6,400+203.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |