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 | $77,586 | $167,484-53.7% | $151,611-48.8% | $134,475-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.77% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $10,796 | $6,829+58.1% | $6,166+75.1% | $4,740+127.8% |
| Participant deferral / active EE | $7,070 | $8,986-21.3% | $8,363-15.5% | $6,400+10.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |