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 | $130,708 | $180,449-27.6% | $154,107-15.2% | $135,375-3.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.78% | 888.09%-891.9pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $7,463 | $6,035+23.7% | $5,298+40.9% | $4,779+56.2% |
| Participant deferral / active EE | $8,366 | $5,806+44.1% | $5,081+64.7% | $5,609+49.2% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |