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 | $65,057 | $90,600-28.2% | $79,464-18.1% | $135,375-51.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,279 | $3,068+39.5% | $2,800+52.8% | $4,779-10.5% |
| Participant deferral / active EE | $3,093 | $4,050-23.6% | $3,704-16.5% | $5,609-44.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |