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 | $45,160 | $92,703-51.3% | $82,719-45.4% | $134,475-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.28% | 944.92%-956.2pp | 701.18%-712.5pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,494 | $3,274-23.8% | $3,009-17.1% | $4,740-47.4% |
| Participant deferral / active EE | $5,660 | $4,802+17.9% | $4,395+28.8% | $6,400-11.6% |
| Admin fee / account holder | $222 | $5,983-96.3% | $5,329-95.8% | $11,426-98.1% |