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 | $205,649 | $138,044+49.0% | $125,339+64.1% | $134,475+52.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.35% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,355 | $5,243-36.0% | $4,814-30.3% | $4,740-29.2% |
| Participant deferral / active EE | $6,349 | $7,799-18.6% | $7,446-14.7% | $6,400-0.8% |
| Admin fee / account holder | $201 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |