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 | $231,375 | $83,908+175.7% | $68,509+237.7% | $125,391+84.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.44% | 14.48%-14.9pp | 8.27%-8.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,638 | $3,031-13.0% | $2,278+15.8% | $4,866-45.8% |
| Participant deferral / active EE | $7,013 | $4,125+70.0% | $3,382+107.4% | $5,352+31.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |