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 7-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 | $27,475 | $87,540-68.6% | $75,781-63.7% | $125,391-78.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.06% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,192 | $3,930-44.2% | $3,323-34.1% | $4,866-55.0% |
| Participant deferral / active EE | $7,000 | $4,229+65.5% | $3,651+91.7% | $5,352+30.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |