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 6-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 | $78,144 | $167,307-53.3% | $143,757-45.6% | $134,475-41.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.61% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,545 | $5,619-54.7% | $4,951-48.6% | $4,740-46.3% |
| Participant deferral / active EE | $8,468 | $6,446+31.4% | $5,637+50.2% | $6,400+32.3% |
| Admin fee / account holder | $59 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |