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 | $144,059 | $92,703+55.4% | $82,719+74.2% | $134,475+7.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.91% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,000 | $3,274+83.3% | $3,009+99.4% | $4,740+26.6% |
| Participant deferral / active EE | $14,311 | $4,802+198.0% | $4,395+225.6% | $6,400+123.6% |
| Admin fee / account holder | $140 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |