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 6-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 | $23,076 | $93,024-75.2% | $77,024-70.0% | $134,475-82.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.50% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,960 | $3,418+132.9% | $2,812+183.1% | $4,740+67.9% |
| Participant deferral / active EE | $2,581 | $5,238-50.7% | $4,426-41.7% | $6,400-59.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |