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 | $68,859 | $180,449-61.8% | $154,107-55.3% | $135,375-49.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.29% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,150 | $6,035-64.4% | $5,298-59.4% | $4,779-55.0% |
| Participant deferral / active EE | $6,058 | $5,806+4.3% | $5,081+19.2% | $5,609+8.0% |
| Admin fee / account holder | $127 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |