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 | $83,567 | $99,877-16.3% | $84,966-1.6% | $145,922-42.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.78% | 83.76%-64.0pp | 66.38%-46.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $4,700 | $3,231+45.5% | $2,727+72.4% | $4,660+0.9% |
| Participant deferral / active EE | $1,417 | $5,291-73.2% | $4,519-68.6% | $6,688-78.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |