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 10-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 | $68,651 | $92,703-25.9% | $82,719-17.0% | $134,475-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.77% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,632 | $3,274-50.2% | $3,009-45.8% | $4,740-65.6% |
| Participant deferral / active EE | $10,923 | $4,802+127.5% | $4,395+148.5% | $6,400+70.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |