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 | $33,250 | $88,583-62.5% | $88,497-62.4% | $273,961-87.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $16,939 | $4,502+276.2% | $4,036+319.7% | $4,869+247.9% |
| Participant deferral / active EE | $16,344 | $4,891+234.1% | $4,899+233.6% | $5,287+209.1% |
| Admin fee / account holder | $33 | $8,980-99.6% | $6,220-99.5% | $10,132-99.7% |