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 | $115,805 | $95,971+20.7% | $74,550+55.3% | $135,375-14.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.73% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $7,714 | $2,716+184.0% | $1,961+293.4% | $4,779+61.4% |
| Participant deferral / active EE | $4,900 | $3,843+27.5% | $3,108+57.7% | $5,609-12.6% |
| Admin fee / account holder | $211 | $6,522-96.8% | $5,060-95.8% | $10,827-98.0% |