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 | $59,305 | $69,518-14.7% | $59,878-1.0% | $135,375-56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.45% | 7.94%-14.4pp | 3.46%-9.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,864 | $3,235+297.7% | $2,722+372.7% | $4,779+169.2% |
| Participant deferral / active EE | $10,681 | $4,206+154.0% | $3,402+214.0% | $5,609+90.4% |
| Admin fee / account holder | $13 | $5,734-99.8% | $3,590-99.6% | $10,827-99.9% |