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 | $47,856 | $160,055-70.1% | $140,016-65.8% | $135,375-64.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.19% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $8,423 | $6,420+31.2% | $5,606+50.2% | $4,779+76.3% |
| Participant deferral / active EE | $13,341 | $7,642+74.6% | $6,927+92.6% | $5,609+137.9% |
| Admin fee / account holder | $156 | $13,328-98.8% | $10,705-98.5% | $10,827-98.6% |