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 10-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 | $227,616 | $54,350+318.8% | $82,719+175.2% | $68,494+232.3% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -7.21% | -13.67%+6.5pp | 701.18%-708.4pp | -7.84%+0.6pp |
| Employer contribution / active EE | $2,500 | $2,218+12.7% | $3,009-16.9% | $2,596-3.7% |
| Participant deferral / active EE | $6,428 | $3,246+98.0% | $4,395+46.3% | $4,027+59.6% |
| Admin fee / account holder | $2 | $4,395-99.9% | $5,329-100.0% | $5,403-100.0% |