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 6-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 | $88,462 | $167,484-47.2% | $151,611-41.7% | $134,475-34.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.74% | 7.80%-27.5pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,910 | $6,829-13.5% | $6,166-4.2% | $4,740+24.7% |
| Participant deferral / active EE | $13,286 | $8,986+47.9% | $8,363+58.9% | $6,400+107.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |