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 | $95,592 | $138,065-30.8% | $123,544-22.6% | $135,375-29.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.71% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,770 | $5,151+31.4% | $4,628+46.3% | $4,779+41.7% |
| Participant deferral / active EE | $4,102 | $6,799-39.7% | $6,426-36.2% | $5,609-26.9% |
| Admin fee / account holder | $34 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |