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 | $179,284 | $138,044+29.9% | $125,339+43.0% | $134,475+33.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.51% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,741 | $5,243-66.8% | $4,814-63.8% | $4,740-63.3% |
| Participant deferral / active EE | $6,360 | $7,799-18.5% | $7,446-14.6% | $6,400-0.6% |
| Admin fee / account holder | $111 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |