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 9-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 | $135,666 | $149,333-9.2% | $106,387+27.5% | $135,375+0.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.78% | 0.52%-7.3pp | 0.25%-7.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,857 | $4,984+37.6% | $3,520+94.8% | $4,779+43.5% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $15,952-99.9% | $7,510-99.8% | $10,827-99.9% |