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 | $54,188 | $167,484-67.6% | $151,611-64.3% | $134,475-59.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.18% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $25,126 | $6,829+267.9% | $6,166+307.5% | $4,740+430.1% |
| Participant deferral / active EE | $12,251 | $8,986+36.3% | $8,363+46.5% | $6,400+91.4% |
| Admin fee / account holder | $274 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |