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 8-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 | $42,146 | $160,055-73.7% | $140,016-69.9% | $135,375-68.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.81% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,819 | $7,642+67.8% | $6,927+85.1% | $5,609+128.6% |
| Admin fee / account holder | $90 | $13,328-99.3% | $10,705-99.2% | $10,827-99.2% |