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 8-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 | $36,879 | $82,630-55.4% | $64,105-42.5% | $125,391-70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.78% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $11,641 | $2,671+335.8% | $1,820+539.6% | $4,866+139.2% |
| Participant deferral / active EE | $9,000 | $3,608+149.4% | $2,822+219.0% | $5,352+68.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |