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 6-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 | $21,060 | $97,044-78.3% | $83,333-74.7% | $135,375-84.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.09% | 12.31%-21.4pp | 10.63%-19.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,710 | $4,143+13.7% | $3,379+39.4% | $4,779-1.4% |
| Participant deferral / active EE | $5,904 | $5,964-1.0% | $5,565+6.1% | $5,609+5.3% |
| Admin fee / account holder | $101 | $8,380-98.8% | $7,510-98.7% | $10,827-99.1% |