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 8-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 | $94,589 | $140,588-32.7% | $123,104-23.2% | $125,391-24.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.34% | 16.80%-19.1pp | 13.22%-15.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,454 | $6,041-59.4% | $5,151-52.4% | $4,866-49.6% |
| Participant deferral / active EE | $5,228 | $6,980-25.1% | $6,230-16.1% | $5,352-2.3% |
| Admin fee / account holder | -$57 | $11,198-100.5% | $9,015-100.6% | $9,540-100.6% |