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 | $82,915 | $138,065-39.9% | $123,544-32.9% | $135,375-38.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.10% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $14,214 | $5,151+175.9% | $4,628+207.1% | $4,779+197.4% |
| Participant deferral / active EE | $9,614 | $6,799+41.4% | $6,426+49.6% | $5,609+71.4% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |