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 | $72,852 | $135,635-46.3% | $110,238-33.9% | $135,375-46.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.39% | 513.19%-512.8pp | 314.74%-314.4pp | 519.73%-519.3pp |
| Employer contribution / active EE | $3,094 | $4,906-36.9% | $3,826-19.2% | $4,779-35.3% |
| Participant deferral / active EE | $16,375 | $5,506+197.4% | $4,672+250.5% | $5,609+192.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |