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 9-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 | $16,696 | $97,757-82.9% | $83,848-80.1% | $135,375-87.7% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -8.60% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,975 | $4,222+41.5% | $3,631+64.6% | $4,779+25.0% |
| Participant deferral / active EE | $2,996 | $4,682-36.0% | $4,082-26.6% | $5,609-46.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |