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 7-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 | $172,882 | $95,971+80.1% | $74,550+131.9% | $135,375+27.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $6,441 | $2,716+137.1% | $1,961+228.5% | $4,779+34.8% |
| Participant deferral / active EE | $2,718 | $3,843-29.3% | $3,108-12.5% | $5,609-51.5% |
| Admin fee / account holder | $12 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |