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 9-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 | $183,309 | $167,307+9.6% | $143,757+27.5% | $134,475+36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.72% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,523 | $5,619+16.1% | $4,951+31.7% | $4,740+37.6% |
| Participant deferral / active EE | $8,492 | $6,446+31.7% | $5,637+50.6% | $6,400+32.7% |
| Admin fee / account holder | $106 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |