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 | $133,083 | $76,000+75.1% | $154,107-13.6% | $64,186+107.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,695 | $3,351+70.0% | $5,298+7.5% | $2,381+139.2% |
| Participant deferral / active EE | $3,604 | $3,175+13.5% | $5,081-29.1% | $3,470+3.9% |
| Admin fee / account holder | $96 | $5,596-98.3% | $13,411-99.3% | $4,888-98.0% |