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 | $140,122 | $92,703+51.2% | $82,719+69.4% | $134,475+4.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.79% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,306 | $3,274+184.3% | $3,009+209.3% | $4,740+96.3% |
| Participant deferral / active EE | $9,279 | $4,802+93.2% | $4,395+111.1% | $6,400+45.0% |
| Admin fee / account holder | $100 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |