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 | $36,765 | $92,703-60.3% | $82,719-55.6% | $134,475-72.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.39% | 944.92%-952.3pp | 701.18%-708.6pp | 417.96%-425.4pp |
| Employer contribution / active EE | $5,000 | $3,274+52.7% | $3,009+66.2% | $4,740+5.5% |
| Participant deferral / active EE | $2,727 | $4,802-43.2% | $4,395-38.0% | $6,400-57.4% |
| Admin fee / account holder | $93 | $5,983-98.4% | $5,329-98.3% | $11,426-99.2% |