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 6-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 | $17,427 | $106,543-83.6% | $91,220-80.9% | $134,475-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.22% | 160.60%-176.8pp | 114.01%-130.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,960 | $3,331-41.2% | $2,850-31.2% | $4,740-58.6% |
| Participant deferral / active EE | $10,743 | $4,719+127.7% | $4,234+153.8% | $6,400+67.9% |
| Admin fee / account holder | $220 | $6,231-96.5% | $5,420-95.9% | $11,426-98.1% |