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 | $73,879 | $83,337-11.3% | $67,834+8.9% | $273,961-73.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.71% | 259.45%-250.7pp | 138.47%-129.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $8,796 | $3,287+167.6% | $2,403+266.0% | $4,869+80.7% |
| Participant deferral / active EE | $4,738 | $4,088+15.9% | $3,160+49.9% | $5,287-10.4% |
| Admin fee / account holder | $211 | $6,752-96.9% | $4,622-95.4% | $10,132-97.9% |