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 | $148,137 | $92,222+60.6% | $76,768+93.0% | $135,375+9.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.00% | 5.46%-11.5pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $15,268 | $3,216+374.8% | $2,485+514.4% | $4,779+219.5% |
| Participant deferral / active EE | $9,052 | $4,509+100.8% | $3,852+135.0% | $5,609+61.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |