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 | $0 | $142,344-100.0% | $119,609-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -12.53% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,943 | $5,222+71.2% | $4,232+111.3% | $4,740+88.7% |
| Participant deferral / active EE | $10,375 | $6,469+60.4% | $5,602+85.2% | $6,400+62.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |