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 | $106,696 | $88,594+20.4% | $70,092+52.2% | $134,475-20.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.33% | 442.67%-461.0pp | 190.73%-209.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,501 | $3,233+101.1% | $2,559+154.1% | $4,740+37.2% |
| Participant deferral / active EE | $7,122 | $4,772+49.2% | $3,849+85.1% | $6,400+11.3% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |