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 4-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 | $110,003 | $93,024+18.3% | $77,024+42.8% | $134,475-18.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.28% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $10,255 | $3,418+200.0% | $2,812+264.6% | $4,740+116.4% |
| Participant deferral / active EE | $21,980 | $5,238+319.6% | $4,426+396.6% | $6,400+243.5% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |