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 | $164,628 | $92,703+77.6% | $82,719+99.0% | $134,475+22.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.64% | 944.92%-950.6pp | 701.18%-706.8pp | 417.96%-423.6pp |
| Employer contribution / active EE | $6,091 | $3,274+86.1% | $3,009+102.4% | $4,740+28.5% |
| Participant deferral / active EE | $17,345 | $4,802+261.2% | $4,395+294.7% | $6,400+171.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |