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 6-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 | $18,919 | $138,044-86.3% | $125,339-84.9% | $134,475-85.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.31% | 750.33%-761.6pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $6,657 | $5,243+27.0% | $4,814+38.3% | $4,740+40.5% |
| Participant deferral / active EE | $5,960 | $7,799-23.6% | $7,446-20.0% | $6,400-6.9% |
| Admin fee / account holder | $231 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |