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 10-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 | $41,466 | $95,971-56.8% | $74,550-44.4% | $135,375-69.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.99% | 56.96%-58.0pp | 32.53%-33.5pp | 519.73%-520.7pp |
| Employer contribution / active EE | $3,861 | $2,716+42.2% | $1,961+96.9% | $4,779-19.2% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $56 | $6,522-99.1% | $5,060-98.9% | $10,827-99.5% |