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 | $130,535 | $138,065-5.5% | $123,544+5.7% | $135,375-3.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.51% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $7,143 | $5,151+38.7% | $4,628+54.3% | $4,779+49.5% |
| Participant deferral / active EE | $12,095 | $6,799+77.9% | $6,426+88.2% | $5,609+115.6% |
| Admin fee / account holder | $217 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |