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 | $150,399 | $76,000+97.9% | $154,107-2.4% | $64,186+134.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.79% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,633 | $3,351+38.3% | $5,298-12.5% | $2,381+94.6% |
| Participant deferral / active EE | $4,441 | $3,175+39.9% | $5,081-12.6% | $3,470+28.0% |
| Admin fee / account holder | $103 | $5,596-98.2% | $13,411-99.2% | $4,888-97.9% |