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 9-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 | $102,560 | $211,958-51.6% | $169,463-39.5% | $135,375-24.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.05% | 3.26%-5.3pp | 1.83%-3.9pp | 519.73%-521.8pp |
| Employer contribution / active EE | $18,254 | $5,120+256.5% | $4,159+338.9% | $4,779+282.0% |
| Participant deferral / active EE | $7,160 | $6,075+17.9% | $5,277+35.7% | $5,609+27.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |