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 | $80,296 | $168,632-52.4% | $147,614-45.6% | $125,391-36.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.89% | 77.65%-78.5pp | 61.98%-62.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $7,431 | $6,252+18.9% | $5,564+33.6% | $4,866+52.7% |
| Participant deferral / active EE | $8,162 | $5,507+48.2% | $4,895+66.7% | $5,352+52.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |