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 | $9,339 | $104,106-91.0% | $71,086-86.9% | $135,375-93.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.67% | 1256.30%-1265.0pp | 650.59%-659.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,792 | $1,485+88.0% | $1,088+156.7% | $4,779-41.6% |
| Participant deferral / active EE | $3,407 | $2,527+34.8% | $1,874+81.8% | $5,609-39.2% |
| Admin fee / account holder | $65 | $4,142-98.4% | $3,082-97.9% | $10,827-99.4% |