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 | $67,528 | $167,484-59.7% | $151,611-55.5% | $134,475-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.92% | 7.80%-28.7pp | 3.33%-24.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $16,303 | $6,829+138.7% | $6,166+164.4% | $4,740+244.0% |
| Participant deferral / active EE | $13,817 | $8,986+53.8% | $8,363+65.2% | $6,400+115.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |