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 | $86,205 | $97,757-11.8% | $83,848+2.8% | $135,375-36.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.23% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $17,375 | $4,222+311.6% | $3,631+378.5% | $4,779+263.6% |
| Participant deferral / active EE | $9,575 | $4,682+104.5% | $4,082+134.6% | $5,609+70.7% |
| Admin fee / account holder | $24 | $6,674-99.6% | $5,478-99.6% | $10,827-99.8% |