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 | $225,861 | $138,065+63.6% | $123,544+82.8% | $135,375+66.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.40% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $11,669 | $5,151+126.5% | $4,628+152.2% | $4,779+144.2% |
| Participant deferral / active EE | $10,679 | $6,799+57.1% | $6,426+66.2% | $5,609+90.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |