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 7-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 | $35,661 | $84,402-57.7% | $61,373-41.9% | $134,475-73.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.32% | 584.55%-599.9pp | 338.61%-353.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,139 | $1,544+38.5% | $1,159+84.5% | $4,740-54.9% |
| Participant deferral / active EE | $7,143 | $2,819+153.4% | $2,125+236.2% | $6,400+11.6% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |