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 9-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 | $29,692 | $97,044-69.4% | $83,333-64.4% | $135,375-78.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.05% | 12.31%-19.4pp | 10.63%-17.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,259 | $4,143+51.1% | $3,379+85.2% | $4,779+31.0% |
| Participant deferral / active EE | $3,807 | $5,964-36.2% | $5,565-31.6% | $5,609-32.1% |
| Admin fee / account holder | $130 | $8,380-98.4% | $7,510-98.3% | $10,827-98.8% |