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 7-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 | $47,698 | $133,958-64.4% | $112,228-57.5% | $134,475-64.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.60% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,926 | $4,038+96.3% | $3,635+118.1% | $4,740+67.2% |
| Participant deferral / active EE | $7,207 | $5,291+36.2% | $4,728+52.4% | $6,400+12.6% |
| Admin fee / account holder | $7 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |