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 | $94,990 | $133,958-29.1% | $112,228-15.4% | $134,475-29.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.78% | 47.11%-55.9pp | 27.45%-36.2pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,360 | $4,038-16.8% | $3,635-7.5% | $4,740-29.1% |
| Participant deferral / active EE | $7,390 | $5,291+39.7% | $4,728+56.3% | $6,400+15.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |