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 | $27,383 | $129,942-78.9% | $104,294-73.7% | $134,475-79.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.04% | 42.03%-59.1pp | 24.61%-41.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,418 | $4,184+77.3% | $3,372+120.0% | $4,740+56.5% |
| Participant deferral / active EE | $2,364 | $5,588-57.7% | $4,625-48.9% | $6,400-63.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |