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 | $177,969 | $85,790+107.4% | $67,313+164.4% | $135,375+31.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.35% | -0.54%-7.8pp | -4.08%-4.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $21,828 | $3,487+525.9% | $2,566+750.8% | $4,779+356.8% |
| Participant deferral / active EE | $12,683 | $4,651+172.7% | $3,568+255.4% | $5,609+126.1% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |