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 | $77,582 | $129,942-40.3% | $104,294-25.6% | $134,475-42.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 42.03%-57.7pp | 24.61%-40.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,944 | $4,184-5.7% | $3,372+17.0% | $4,740-16.8% |
| Participant deferral / active EE | $5,125 | $5,588-8.3% | $4,625+10.8% | $6,400-19.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |