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 | $135,877 | $95,971+41.6% | $74,550+82.3% | $135,375+0.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.82% | 56.96%-62.8pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $8,000 | $2,716+194.5% | $1,961+308.0% | $4,779+67.4% |
| Participant deferral / active EE | $10,716 | $3,843+178.8% | $3,108+244.8% | $5,609+91.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |