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 5-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 | $73,133 | $190,805-61.7% | $159,960-54.3% | $134,475-45.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.15% | 552.23%-558.4pp | 408.60%-414.8pp | 417.96%-424.1pp |
| Employer contribution / active EE | $24,517 | $4,995+390.8% | $4,226+480.2% | $4,740+417.3% |
| Participant deferral / active EE | $14,244 | $6,923+105.7% | $6,182+130.4% | $6,400+122.6% |
| Admin fee / account holder | $175 | $10,471-98.3% | $8,698-98.0% | $11,426-98.5% |