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 | $22,377 | $138,065-83.8% | $123,544-81.9% | $135,375-83.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.00% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,875 | $5,151-63.6% | $4,628-59.5% | $4,779-60.8% |
| Participant deferral / active EE | $2,561 | $6,799-62.3% | $6,426-60.1% | $5,609-54.3% |
| Admin fee / account holder | $29 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |