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 5-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 | $59,009 | $190,805-69.1% | $159,960-63.1% | $134,475-56.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.70% | 552.23%-561.9pp | 408.60%-418.3pp | 417.96%-427.7pp |
| Employer contribution / active EE | $14,729 | $4,995+194.9% | $4,226+248.5% | $4,740+210.8% |
| Participant deferral / active EE | $17,000 | $6,923+145.6% | $6,182+175.0% | $6,400+165.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |