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 | $29,503 | $138,044-78.6% | $125,339-76.5% | $134,475-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.90% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,983 | $5,243-43.1% | $4,814-38.0% | $4,740-37.1% |
| Participant deferral / active EE | $4,410 | $7,799-43.5% | $7,446-40.8% | $6,400-31.1% |
| Admin fee / account holder | $170 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |