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 | $64,172 | $197,825-67.6% | $155,790-58.8% | $125,391-48.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.14% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.4pp |
| Employer contribution / active EE | $6,477 | $4,847+33.6% | $3,836+68.8% | $4,866+33.1% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |