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 | $173,541 | $104,106+66.7% | $71,086+144.1% | $135,375+28.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.36% | 1256.30%-1264.7pp | 650.59%-658.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $6,560 | $1,485+341.8% | $1,088+503.1% | $4,779+37.3% |
| Participant deferral / active EE | $17,000 | $2,527+572.7% | $1,874+807.0% | $5,609+203.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |