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 | $25,399 | $95,193-73.3% | $76,523-66.8% | $135,375-81.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.86% | 4.85%-9.7pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $758 | $3,302-77.0% | $2,647-71.4% | $4,779-84.1% |
| Participant deferral / active EE | $2,451 | $4,639-47.2% | $3,835-36.1% | $5,609-56.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |