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 | $34,213 | $190,805-82.1% | $159,960-78.6% | $134,475-74.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.09% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,475 | $4,995-10.4% | $4,226+5.9% | $4,740-5.6% |
| Participant deferral / active EE | $13,803 | $6,923+99.4% | $6,182+123.3% | $6,400+115.7% |
| Admin fee / account holder | $283 | $10,471-97.3% | $8,698-96.7% | $11,426-97.5% |