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 | $18,661 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.32% | 0.46%-0.8pp | -0.04%-0.3pp | 417.96%-418.3pp |
| Employer contribution / active EE | $5,756 | $5,619+2.4% | $4,951+16.3% | $4,740+21.4% |
| Participant deferral / active EE | $8,250 | $6,446+28.0% | $5,637+46.4% | $6,400+28.9% |
| Admin fee / account holder | $87 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |