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 | $136,363 | $97,757+39.5% | $83,848+62.6% | $135,375+0.7% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -3.18% | 1287.37%-1290.6pp | 850.88%-854.1pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,023 | $4,222-28.4% | $3,631-16.7% | $4,779-36.7% |
| Participant deferral / active EE | $7,534 | $4,682+60.9% | $4,082+84.6% | $5,609+34.3% |
| Admin fee / account holder | $238 | $6,674-96.4% | $5,478-95.7% | $10,827-97.8% |