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 9-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 | $46,683 | $138,044-66.2% | $125,339-62.8% | $134,475-65.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,553 | $5,243+44.1% | $4,814+56.9% | $4,740+59.4% |
| Participant deferral / active EE | $12,327 | $7,799+58.1% | $7,446+65.5% | $6,400+92.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |