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 | $104,209 | $135,635-23.2% | $110,238-5.5% | $135,375-23.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.35% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,150 | $4,906-15.4% | $3,826+8.5% | $4,779-13.2% |
| Participant deferral / active EE | $9,199 | $5,506+67.0% | $4,672+96.9% | $5,609+64.0% |
| Admin fee / account holder | $14 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |