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 | $202,122 | $84,695+138.6% | $73,843+173.7% | $125,391+61.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.14% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,473 | $3,123-20.8% | $2,787-11.3% | $4,866-49.2% |
| Participant deferral / active EE | $1,526 | $3,992-61.8% | $3,583-57.4% | $5,352-71.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |