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 | $68,965 | $138,044-50.0% | $125,339-45.0% | $134,475-48.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.35% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $7,439 | $5,243+41.9% | $4,814+54.5% | $4,740+56.9% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $214 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |