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 | $77,636 | $97,044-20.0% | $83,333-6.8% | $135,375-42.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.45% | 12.31%-20.8pp | 10.63%-19.1pp | 519.73%-528.2pp |
| Employer contribution / active EE | $8,592 | $4,143+107.4% | $3,379+154.3% | $4,779+79.8% |
| Participant deferral / active EE | $5,327 | $5,964-10.7% | $5,565-4.3% | $5,609-5.0% |
| Admin fee / account holder | $20 | $8,380-99.8% | $7,510-99.7% | $10,827-99.8% |