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 | $123,462 | $99,640+23.9% | $86,436+42.8% | $134,475-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.98% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,616 | $4,400+4.9% | $3,769+22.5% | $4,740-2.6% |
| Participant deferral / active EE | $13,998 | $7,246+93.2% | $6,952+101.4% | $6,400+118.7% |
| Admin fee / account holder | $103 | $8,371-98.8% | $6,731-98.5% | $11,426-99.1% |