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 | $91,206 | $91,911-0.8% | $68,793+32.6% | $135,375-32.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.44% | -8.22%+2.8pp | -4.63%-0.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $840 | $3,924-78.6% | $2,625-68.0% | $4,779-82.4% |
| Participant deferral / active EE | $9,660 | $4,315+123.9% | $3,311+191.7% | $5,609+72.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |