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 5-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 | $172,111 | $92,703+85.7% | $82,719+108.1% | $134,475+28.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $36,811 | $3,274+1024.4% | $3,009+1123.4% | $4,740+676.7% |
| Participant deferral / active EE | $12,400 | $4,802+158.2% | $4,395+182.1% | $6,400+93.8% |
| Admin fee / account holder | $132 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |