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 | $93,849 | $99,640-5.8% | $86,436+8.6% | $134,475-30.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | 6782.58%-6793.7pp | 4394.89%-4406.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $7,654 | $4,400+73.9% | $3,769+103.1% | $4,740+61.5% |
| Participant deferral / active EE | $8,163 | $7,246+12.6% | $6,952+17.4% | $6,400+27.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |