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 | $73,359 | $95,971-23.6% | $74,550-1.6% | $135,375-45.8% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -7.57% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $10,267 | $2,716+278.0% | $1,961+423.6% | $4,779+114.9% |
| Participant deferral / active EE | $7,648 | $3,843+99.0% | $3,108+146.1% | $5,609+36.3% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |