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 | $153,156 | $138,044+10.9% | $125,339+22.2% | $134,475+13.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.73% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,887 | $5,243-25.9% | $4,814-19.2% | $4,740-18.0% |
| Participant deferral / active EE | $8,643 | $7,799+10.8% | $7,446+16.1% | $6,400+35.1% |
| Admin fee / account holder | $114 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |