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 | $9,194 | $88,594-89.6% | $70,092-86.9% | $134,475-93.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.01% | 442.67%-460.7pp | 190.73%-208.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,254 | $3,233-61.2% | $2,559-51.0% | $4,740-73.6% |
| Participant deferral / active EE | $3,635 | $4,772-23.8% | $3,849-5.6% | $6,400-43.2% |
| Admin fee / account holder | $19 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |