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 | $34,681 | $160,055-78.3% | $140,016-75.2% | $135,375-74.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.49% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,279 | $6,420-64.5% | $5,606-59.3% | $4,779-52.3% |
| Participant deferral / active EE | $4,168 | $7,642-45.5% | $6,927-39.8% | $5,609-25.7% |
| Admin fee / account holder | $64 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |