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 | $57,495 | $167,307-65.6% | $143,757-60.0% | $134,475-57.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,851 | $5,619-67.1% | $4,951-62.6% | $4,740-60.9% |
| Participant deferral / active EE | $7,342 | $6,446+13.9% | $5,637+30.2% | $6,400+14.7% |
| Admin fee / account holder | $232 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |