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 | $181,983 | $95,862+89.8% | $79,550+128.8% | $134,475+35.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.81% | -2.69%-3.1pp | 0.16%-6.0pp | 417.96%-423.8pp |
| Employer contribution / active EE | $16,337 | $3,128+422.3% | $2,413+577.0% | $4,740+244.7% |
| Participant deferral / active EE | $12,306 | $4,693+162.2% | $3,985+208.8% | $6,400+92.3% |
| Admin fee / account holder | $88 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |