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 7-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 | $76,982 | $105,860-27.3% | $90,749-15.2% | $134,475-42.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.45% | -11.01%+0.6pp | -12.16%+1.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $7,176 | $3,462+107.3% | $2,921+145.7% | $4,740+51.4% |
| Participant deferral / active EE | $6,833 | $5,216+31.0% | $4,564+49.7% | $6,400+6.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |