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 | $119,526 | $180,449-33.8% | $154,107-22.4% | $135,375-11.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.69% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,821 | $6,035-20.1% | $5,298-9.0% | $4,779+0.9% |
| Participant deferral / active EE | $4,026 | $5,806-30.7% | $5,081-20.8% | $5,609-28.2% |
| Admin fee / account holder | $122 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |