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 | $54,085 | $142,344-62.0% | $119,609-54.8% | $134,475-59.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.69% | -12.44%+5.8pp | -14.97%+8.3pp | 417.96%-424.7pp |
| Employer contribution / active EE | $23,410 | $5,222+348.3% | $4,232+453.2% | $4,740+393.9% |
| Participant deferral / active EE | $10,410 | $6,469+60.9% | $5,602+85.8% | $6,400+62.7% |
| Admin fee / account holder | -$0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |