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 7-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 | $54,638 | $110,094-50.4% | $151,611-64.0% | $68,494-20.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.65% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $13,633 | $4,471+205.0% | $6,166+121.1% | $2,596+425.1% |
| Participant deferral / active EE | $12,102 | $6,527+85.4% | $8,363+44.7% | $4,027+200.5% |
| Admin fee / account holder | $219 | $7,719-97.2% | $11,616-98.1% | $5,403-96.0% |