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 | $67,586 | $127,100-46.8% | $105,738-36.1% | $135,375-50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.77% | 4.49%-12.3pp | 6.27%-14.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $14,908 | $4,107+263.0% | $3,268+356.1% | $4,779+212.0% |
| Participant deferral / active EE | $14,082 | $5,064+178.0% | $4,080+245.1% | $5,609+151.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |