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 | $70,747 | $135,635-47.8% | $110,238-35.8% | $135,375-47.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.47% | 513.19%-521.7pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,413 | $4,906-71.2% | $3,826-63.1% | $4,779-70.4% |
| Participant deferral / active EE | $3,819 | $5,506-30.6% | $4,672-18.3% | $5,609-31.9% |
| Admin fee / account holder | $273 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |