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 | $30,000 | $104,106-71.2% | $71,086-57.8% | $135,375-77.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.17% | 1256.30%-1265.5pp | 650.59%-659.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $5,858 | $1,485+294.5% | $1,088+438.5% | $4,779+22.6% |
| Participant deferral / active EE | $7,280 | $2,527+188.1% | $1,874+288.4% | $5,609+29.8% |
| Admin fee / account holder | $203 | $4,142-95.1% | $3,082-93.4% | $10,827-98.1% |