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 | $185,659 | $158,817+16.9% | $121,196+53.2% | $135,375+37.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.50% | -0.64%-2.9pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $6,258 | $5,665+10.5% | $4,022+55.6% | $4,779+31.0% |
| Participant deferral / active EE | $8,345 | $4,005+108.4% | $3,344+149.5% | $5,609+48.8% |
| Admin fee / account holder | -$145 | $6,512-102.2% | $5,019-102.9% | $10,827-101.3% |