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 | $61,945 | $95,193-34.9% | $76,523-19.1% | $135,375-54.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.55% | 4.85%-6.4pp | -0.27%-1.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $4,286 | $3,302+29.8% | $2,647+61.9% | $4,779-10.3% |
| Participant deferral / active EE | $9,643 | $4,639+107.9% | $3,835+151.4% | $5,609+71.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |