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 9-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 | $39,531 | $92,703-57.4% | $82,719-52.2% | $134,475-70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,726 | $3,274-47.3% | $3,009-42.6% | $4,740-63.6% |
| Participant deferral / active EE | $8,058 | $4,802+67.8% | $4,395+83.3% | $6,400+25.9% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.3% | $11,426-99.7% |