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 | $30,862 | $99,640-69.0% | $86,436-64.3% | $134,475-77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | 6782.58%-6803.1pp | 4394.89%-4415.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,084 | $4,400-29.9% | $3,769-18.2% | $4,740-34.9% |
| Participant deferral / active EE | $14,146 | $7,246+95.2% | $6,952+103.5% | $6,400+121.0% |
| Admin fee / account holder | $217 | $8,371-97.4% | $6,731-96.8% | $11,426-98.1% |