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 | $51,318 | $168,632-69.6% | $147,614-65.2% | $125,391-59.1% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | -0.92% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $12,394 | $6,252+98.2% | $5,564+122.7% | $4,866+154.7% |
| Participant deferral / active EE | $8,491 | $5,507+54.2% | $4,895+73.5% | $5,352+58.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |