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 9-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 | $84,601 | $180,449-53.1% | $154,107-45.1% | $135,375-37.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.59% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $32,996 | $6,035+446.8% | $5,298+522.9% | $4,779+590.5% |
| Participant deferral / active EE | $10,167 | $5,806+75.1% | $5,081+100.1% | $5,609+81.3% |
| Admin fee / account holder | $33 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |